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CWS Financial Advisors’s US Bancorp USB Stock Holding History

CWS Financial 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 		$273K Buy
+4,527
New +$254K 0.06% 140
2026
Q1 		– Sell
-4,529
Closed -$242K – 163
2025
Q4 		$242K Buy
+4,529
New +$223K 0.07% 133
2024
Q1 		– Sell
-7,234
Closed -$313K – 149
2023
Q4 		$313K Sell
7,234
-2,237
-24% -$81.8K 0.12% 119
2023
Q3 		$313K Sell
9,471
-265
-3% -$9.65K 0.13% 113
2023
Q2 		$322K Sell
9,736
-634
-6% -$20.5K 0.12% 113
2023
Q1 		$374K Sell
10,370
-1,116
-10% -$49.7K 0.15% 105
2022
Q4 		$635K Buy
11,486
+892
+8% +$38.2K 0.27% 62
2022
Q3 		$427K Buy
10,594
+94
+0.9% +$4.35K 0.2% 86
2022
Q2 		$483K Sell
10,500
-1,097
-9% -$54.8K 0.22% 81
2022
Q1 		$616K Hold
11,597
– – 0.23% 73
2021
Q4 		$651K Buy
+11,597
New +$686K 0.23% 73
2021
Q2 		$654K Hold
11,486
– – 0.26% 66
2021
Q1 		$635K Buy
11,486
+858
+8% +$42.8K 0.27% 62
2020
Q4 		$495K Sell
10,628
-1,201
-10% -$50.8K 0.29% 67
2020
Q3 		$424K Hold
11,829
– – 0.28% 72
2020
Q2 		$436K Buy
11,829
+1,305
+12% +$46.5K 0.31% 70
2020
Q1 		$624K Hold
10,524
– – 0.46% 38
2019
Q4 		$624K Buy
+10,524
New +$608K 0.46% 39

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

CWS Financial Advisors's USB Position: Q2 2026 in Review

CWS Financial Advisors opened a new position in US Bancorp (USB) in Q2 2026: 4,527 shares worth $273K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings. This is a return to the name: CWS Financial Advisors previously reported a position in USB as recently as Q4 2025.

CWS Financial Advisors first reported a position in USB in Q4 2019 and has held it in 18 quarters since. The position peaked at $654K in Q2 2021. 868 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • CWS Financial Advisors held 4,527 shares of US Bancorp worth $273K as of Q2 2026.
  • US Bancorp was a new CWS Financial Advisors position in Q2 2026.
  • US Bancorp made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #140 holding.
  • CWS Financial Advisors first reported a position in US Bancorp in Q4 2019 and has held it in 18 quarters since.
  • CWS Financial Advisors's US Bancorp position peaked at $654K in Q2 2021.
  • 868 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.