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CWC Advisors’s US Bancorp USB Stock Holding History

CWC 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 		$253K Sell
4,188
-189
-4% -$10.6K 0.11% 138
2026
Q1 		$228K Hold
4,377
– – 0.11% 140
2025
Q4 		$234K Hold
4,377
– – 0.11% 138
2025
Q3 		$212K Buy
+4,377
New +$207K 0.1% 142
2025
Q1 		– Sell
-4,367
Closed -$209K – 144
2024
Q4 		$209K Buy
+4,367
New +$215K 0.21% 114

Other funds holding USB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CWC Advisors's USB Position: Q2 2026 in Review

CWC Advisors reduced its US Bancorp (USB) stake by 4.3% in Q2 2026, selling an estimated $10.6K and leaving 4,188 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #138.

CWC Advisors first reported a position in USB in Q4 2024 and has held it in 5 quarters since. 1,086 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • CWC Advisors held 4,188 shares of US Bancorp worth $253K as of Q2 2026.
  • CWC Advisors sold 189 US Bancorp shares in Q2 2026, an estimated $10.6K.
  • US Bancorp made up 0.11% of CWC Advisors's portfolio in Q2 2026, its #138 holding.
  • CWC Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 5 quarters since.
  • 1,086 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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