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Community Financial Services Group’s US Bancorp USB Stock Holding History

Community Financial Services Group’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
Q3 		– Sell
-109
Closed -$6.75K – 559
2026
Q2 		$6.75K Hold
109
– – ﹤0.01% 413
2026
Q1 		$5.75K Buy
+109
New +$5.99K ﹤0.01% 363

Other funds holding USB

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KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Community Financial Services Group's USB Position: Q3 2026 in Review

Community Financial Services Group sold out of US Bancorp (USB) in Q3 2026, closing a stake of 109 shares — an estimated $6.75K sold.

Community Financial Services Group first reported a position in USB in Q1 2026 and held it in 2 quarters. The position peaked at $6.75K in Q2 2026. 527 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Community Financial Services Group reported no remaining US Bancorp position as of Q3 2026 after selling out during the quarter.
  • Community Financial Services Group sold 109 US Bancorp shares in Q3 2026, an estimated $6.75K.
  • Community Financial Services Group first reported a position in US Bancorp in Q1 2026 and held it in 2 quarters.
  • Community Financial Services Group's US Bancorp position peaked at $6.75K in Q2 2026.
  • 527 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.