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CVA Family Office’s US Bancorp USB Stock Holding History

CVA Family Office’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 		$324K Buy
5,370
+485
+10% +$27.2K 0.03% 253
2026
Q1 		$254K Buy
4,885
+482
+11% +$26.5K 0.03% 281
2025
Q4 		$235K Buy
4,403
+23
+0.5% +$1.13K 0.03% 272
2025
Q3 		$212K Buy
4,380
+2
+0% +$95 0.03% 280
2025
Q2 		$198K Sell
4,378
-172
-4% -$7.23K 0.03% 294
2025
Q1 		$192K Sell
4,550
-115
-2% -$5.31K 0.03% 283
2024
Q4 		$223K Buy
4,665
+311
+7% +$15.3K 0.04% 257
2024
Q3 		$199K Buy
4,354
+259
+6% +$11.4K 0.03% 262
2024
Q2 		$163K Buy
4,095
+39
+1% +$1.59K 0.03% 270
2024
Q1 		$181K Buy
4,056
+12
+0.3% +$506 0.03% 261
2023
Q4 		$175K Buy
+4,044
New +$148K 0.03% 256
2023
Q3 		– Sell
-2,129
Closed -$70.3K – 905
2023
Q2 		$70.3K Sell
2,129
-1,973
-48% -$63.8K 0.01% 370
2023
Q1 		$148K Buy
4,102
+2,364
+136% +$105K 0.03% 259
2022
Q4 		$75.8K Buy
1,738
+695
+67% +$29.7K 0.02% 327
2022
Q3 		$42K Sell
1,043
-1,850
-64% -$85.6K 0.01% 404
2022
Q2 		$133K Buy
2,893
+775
+37% +$38.7K 0.04% 206
2022
Q1 		$113K Sell
2,118
-205
-9% -$11.8K 0.03% 242
2021
Q4 		$130K Buy
2,323
+2,180
+1,524% +$129K 0.03% 206
2021
Q3 		$5K Sell
143
-3,025
-95% -$172K ﹤0.01% 325
2021
Q2 		$180K Buy
3,168
+1,810
+133% +$106K 0.05% 167
2021
Q1 		$75K Buy
1,358
+1,215
+850% +$60.7K 0.03% 221
2020
Q4 		$7K Hold
143
– – ﹤0.01% 315
2020
Q3 		$5K Hold
143
– – ﹤0.01% 325
2020
Q2 		$5K Hold
143
– – ﹤0.01% 288
2020
Q1 		$5K Buy
+143
New +$6.89K 0.01% 275

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

CVA Family Office's USB Position: Q2 2026 in Review

CVA Family Office increased its US Bancorp (USB) stake by 9.9% in Q2 2026, buying an estimated $27.2K and bringing the position to 5,370 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #253.

CVA Family Office first reported a position in USB in Q1 2020 and has held it in 25 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • CVA Family Office held 5,370 shares of US Bancorp worth $324K as of Q2 2026.
  • CVA Family Office bought 485 US Bancorp shares in Q2 2026, an estimated $27.2K.
  • US Bancorp made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #253 holding.
  • CVA Family Office first reported a position in US Bancorp in Q1 2020 and has held it in 25 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.