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 Q3	–	Sell	-4,000	Closed	-$242K	–	143
2026 Q2	$242K	Buy	+4,000	New	+$224K	0.04%	118

Other funds holding USB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CV Advisors's USB Position: Q3 2026 in Review

CV Advisors sold out of US Bancorp (USB) in Q3 2026, closing a stake of 4,000 shares — an estimated $242K sold.

CV Advisors first reported a position in USB in Q2 2026 and held it in 1 quarter. The position peaked at $242K in Q2 2026. 1,371 funds tracked by Wall St. Rank hold USB as of Q3 2026.

CV Advisors reported no remaining US Bancorp position as of Q3 2026 after selling out during the quarter.
CV Advisors sold 4,000 US Bancorp shares in Q3 2026, an estimated $242K.
CV Advisors first reported a position in US Bancorp in Q2 2026 and held it in 1 quarter.
CV Advisors's US Bancorp position peaked at $242K in Q2 2026.
1,371 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.