Alpine Woods Capital Investors’s US Bancorp USB Stock Holding History

Alpine Woods Capital Investors’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	$3.29M	Buy	54,516 +9,588	+21%	+$537K	0.72%	47
2026 Q1	$2.34M	Buy	44,928 +9,057	+25%	+$498K	0.56%	54
2025 Q4	$1.91M	Buy	35,871 +11	+0%	+$541	0.46%	68
2025 Q3	$1.73M	Buy	35,860 +5	+0%	+$236	0.4%	74
2025 Q2	$1.62M	Buy	35,855 +53	+0.1%	+$2.23K	0.39%	79
2025 Q1	$1.51M	Buy	+35,802	New	+$1.65M	0.38%	79
2022 Q4	–	Sell	-53,000	Closed	-$2.14M	–	201
2022 Q3	$2.14M	Hold	53,000	–	–	0.29%	99
2022 Q2	$2.44M	Hold	53,000	–	–	0.31%	102
2022 Q1	$2.82M	Hold	53,000	–	–	0.3%	104
2021 Q4	$2.98M	Hold	53,000	–	–	0.29%	101
2021 Q3	$3.15M	Hold	53,000	–	–	0.34%	100
2021 Q2	$3.02M	Hold	53,000	–	–	0.31%	106
2021 Q1	$2.93M	Buy	+53,000	New	+$2.65M	0.33%	105

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alpine Woods Capital Investors's USB Position: Q2 2026 in Review

Alpine Woods Capital Investors increased its US Bancorp (USB) stake by 21% in Q2 2026, buying an estimated $537K and bringing the position to 54,516 shares worth $3.29M. The position accounts for 0.72% of the portfolio, ranked #47.

Alpine Woods Capital Investors first reported a position in USB in Q1 2021 and has held it in 13 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Alpine Woods Capital Investors held 54,516 shares of US Bancorp worth $3.29M as of Q2 2026.
Alpine Woods Capital Investors bought 9,588 US Bancorp shares in Q2 2026, an estimated $537K.
US Bancorp made up 0.72% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #47 holding.
Alpine Woods Capital Investors first reported a position in US Bancorp in Q1 2021 and has held it in 13 quarters since.
2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.