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COFG Advisors’s US Bancorp USB Stock Holding History

COFG 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 		$295K Buy
4,879
+308
+7% +$17.3K 0.05% 250
2026
Q1 		$238K Buy
4,571
+19
+0.4% +$1.04K 0.06% 214
2025
Q4 		$243K Buy
+4,552
New +$224K 0.06% 200

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

COFG Advisors's USB Position: Q2 2026 in Review

COFG Advisors increased its US Bancorp (USB) stake by 6.7% in Q2 2026, buying an estimated $17.3K and bringing the position to 4,879 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #250.

COFG Advisors first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • COFG Advisors held 4,879 shares of US Bancorp worth $295K as of Q2 2026.
  • COFG Advisors bought 308 US Bancorp shares in Q2 2026, an estimated $17.3K.
  • US Bancorp made up 0.05% of COFG Advisors's portfolio in Q2 2026, its #250 holding.
  • COFG Advisors first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.