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U.S. Bancorp shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $338k 5.6k 60.76

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)

View all positions for Cm Wealth Advisors

Top funds holding U.S. Bancorp

BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
FMR
Bank of Tokyo-Mitsubishi UFJ
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
T. Rowe Price Associates
Davis Selected Advisers
Norges Bank Investment Management
Invesco
Reed Conner & Birdwell
Northern Trust

View all funds holding U.S. Bancorp