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Cypress Wealth Services’s US Bancorp USB Stock Holding History

Cypress Wealth Services’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 		$601K Sell
9,954
-639
-6% -$35.8K 0.07% 208
2026
Q1 		$551K Sell
10,593
-4,721
-31% -$259K 0.08% 208
2025
Q4 		$817K Buy
+15,314
New +$753K 0.11% 143

Other funds holding USB

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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cypress Wealth Services's USB Position: Q2 2026 in Review

Cypress Wealth Services reduced its US Bancorp (USB) stake by 6% in Q2 2026, selling an estimated $35.8K and leaving 9,954 shares worth $601K. The position accounts for 0.07% of the portfolio, ranked #208.

Cypress Wealth Services first reported a position in USB in Q4 2025 and has held it in 3 quarters since. The position peaked at $817K in Q4 2025. 761 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Cypress Wealth Services held 9,954 shares of US Bancorp worth $601K as of Q2 2026.
  • Cypress Wealth Services sold 639 US Bancorp shares in Q2 2026, an estimated $35.8K.
  • US Bancorp made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #208 holding.
  • Cypress Wealth Services first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's US Bancorp position peaked at $817K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.