CV Advisors’s US Bancorp USB Stock Holding History

CV 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	$242K	Buy	+4,000	New	+$224K	0.04%	118

Other funds holding USB

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CV Advisors's USB Position: Q2 2026 in Review

CV Advisors opened a new position in US Bancorp (USB) in Q2 2026: 4,000 shares worth $242K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings.

476 funds tracked by Wall St. Rank hold USB as of Q2 2026.

CV Advisors held 4,000 shares of US Bancorp worth $242K as of Q2 2026.
US Bancorp was a new CV Advisors position in Q2 2026.
US Bancorp made up 0.04% of CV Advisors's portfolio in Q2 2026, its #118 holding.
476 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.