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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alpine Woods Capital Investors's USB Position: Q1 2026 in Review

Alpine Woods Capital Investors increased its US Bancorp (USB) stake by 25% in Q1 2026, buying an estimated $498K and bringing the position to 44,928 shares worth $2.34M. The position accounts for 0.56% of the portfolio, ranked #54.

Alpine Woods Capital Investors first reported a position in USB in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.15M in Q3 2021. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Alpine Woods Capital Investors held 44,928 shares of US Bancorp worth $2.34M as of Q1 2026.
Alpine Woods Capital Investors bought 9,057 US Bancorp shares in Q1 2026, an estimated $498K.
US Bancorp made up 0.56% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #54 holding.
Alpine Woods Capital Investors first reported a position in US Bancorp in Q1 2021 and has held it in 12 quarters since.
Alpine Woods Capital Investors's US Bancorp position peaked at $3.15M in Q3 2021.
1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.