CI
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CX Institutional’s US Bancorp USB Stock Holding History

CX Institutional’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 		$1.46M Buy
25,339
+508
+2% +$31.7K 0.04% 295
2026
Q2 		$1.5M Buy
24,831
+147
+0.6% +$8.24K 0.04% 285
2026
Q1 		$1.28M Sell
24,684
-802
-3% -$44.1K 0.04% 302
2025
Q4 		$1.36M Buy
25,486
+1,298
+5% +$63.8K 0.04% 247
2025
Q3 		$1.17M Buy
24,188
+174
+0.7% +$8.23K 0.04% 277
2025
Q2 		$1.09M Buy
24,014
+3,500
+17% +$147K 0.04% 256
2025
Q1 		$866K Sell
20,514
-3,899
-16% -$180K 0.03% 290
2024
Q4 		$1.17M Buy
24,413
+6,631
+37% +$326K 0.05% 232
2024
Q3 		$813K Sell
17,782
-4,923
-22% -$216K 0.04% 310
2024
Q2 		$901K Buy
22,705
+284
+1% +$11.6K 0.04% 294
2024
Q1 		$1M Buy
22,421
+211
+1% +$8.9K 0.05% 282
2023
Q4 		$961K Sell
22,210
-3,102
-12% -$113K 0.05% 264
2023
Q3 		$837K Sell
25,312
-88,118
-78% -$3.21M 0.05% 274
2023
Q2 		$3.75M Buy
113,430
+8,980
+9% +$290K 0.19% 153
2023
Q1 		$3.74M Buy
104,450
+18,070
+21% +$805K 0.2% 153
2022
Q4 		$3.77M Buy
86,380
+22,597
+35% +$967K 0.23% 123
2022
Q3 		$2.57M Buy
63,783
+50,157
+368% +$2.32M 0.18% 143
2022
Q2 		$627K Buy
13,626
+9,422
+224% +$470K 0.05% 294
2022
Q1 		$223K Sell
4,204
-333
-7% -$19.1K 0.02% 345
2021
Q4 		$255K Sell
4,537
-75
-2% -$4.44K 0.02% 303
2021
Q3 		$274K Buy
4,612
+367
+9% +$20.9K 0.02% 327
2021
Q2 		$242K Sell
4,245
-1,790
-30% -$105K 0.02% 319
2021
Q1 		$334K Sell
6,035
-38,482
-86% -$1.92M 0.03% 252
2020
Q4 		$2.07M Sell
44,517
-4,845
-10% -$205K 0.2% 153
2020
Q3 		$1.77M Sell
49,362
-25,720
-34% -$941K 0.19% 143
2020
Q2 		$2.82M Buy
75,082
+12,343
+20% +$440K 0.37% 59
2020
Q1 		$2.16M Sell
62,739
-33,725
-35% -$1.63M 0.35% 66
2019
Q4 		$5.72M Sell
96,464
-4,199
-4% -$243K 1% 29
2019
Q3 		$5.57M Buy
100,663
+32,282
+47% +$1.74M 0.9% 30
2019
Q2 		$3.58M Sell
68,381
-24,203
-26% -$1.25M 0.57% 42
2019
Q1 		$4.46M Buy
+92,584
New +$4.64M 0.79% 38

Other funds holding USB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional's USB Position: Q3 2026 in Review

CX Institutional increased its US Bancorp (USB) stake by 2% in Q3 2026, buying an estimated $31.7K and bringing the position to 25,339 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #295.

CX Institutional first reported a position in USB in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.72M in Q4 2019. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • CX Institutional held 25,339 shares of US Bancorp worth $1.46M as of Q3 2026.
  • CX Institutional bought 508 US Bancorp shares in Q3 2026, an estimated $31.7K.
  • US Bancorp made up 0.04% of CX Institutional's portfolio in Q3 2026, its #295 holding.
  • CX Institutional first reported a position in US Bancorp in Q1 2019 and has held it in 31 quarters since.
  • CX Institutional's US Bancorp position peaked at $5.72M in Q4 2019.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.