CM Wealth Advisors’s US Bancorp USB Stock Holding History

CM Wealth Advisors’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$338K	Buy	+5,567	New	+$312K	0.06%	131

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CM Wealth Advisors's USB Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in US Bancorp (USB) in Q2 2026: 5,567 shares worth $338K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings.

2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

CM Wealth Advisors held 5,567 shares of US Bancorp worth $338K as of Q2 2026.
US Bancorp was a new CM Wealth Advisors position in Q2 2026.
US Bancorp made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #131 holding.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.