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Birch Hill Investment Advisors’s US Bancorp USB Stock Holding History

Birch Hill Investment Advisors’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 		$2.92M Sell
48,421
-699
-1% -$39.2K 0.12% 71
2026
Q1 		$2.55M Sell
49,120
-1,000
-2% -$54.9K 0.11% 77
2025
Q4 		$2.67M Sell
50,120
-500
-1% -$24.6K 0.11% 74
2025
Q3 		$2.45M Sell
50,620
-795
-2% -$37.6K 0.1% 76
2025
Q2 		$2.33M Sell
51,415
-205
-0.4% -$8.62K 0.1% 79
2025
Q1 		$2.18M Sell
51,620
-5,139
-9% -$237K 0.1% 85
2024
Q4 		$2.71M Sell
56,759
-751
-1% -$36.9K 0.13% 79
2024
Q3 		$2.63M Sell
57,510
-1,555
-3% -$68.2K 0.12% 77
2024
Q2 		$2.34M Sell
59,065
-3,900
-6% -$159K 0.11% 78
2024
Q1 		$2.81M Sell
62,965
-6,138
-9% -$259K 0.14% 77
2023
Q4 		$2.99M Sell
69,103
-4,700
-6% -$172K 0.16% 68
2023
Q3 		$2.44M Sell
73,803
-1,825
-2% -$66.5K 0.15% 71
2023
Q2 		$2.5M Sell
75,628
-24,689
-25% -$798K 0.14% 70
2023
Q1 		$3.62M Sell
100,317
-6,985
-7% -$311K 0.22% 60
2022
Q4 		$4.68M Sell
107,302
-7,325
-6% -$314K 0.3% 54
2022
Q3 		$4.62M Sell
114,627
-6,015
-5% -$278K 0.31% 50
2022
Q2 		$5.55M Sell
120,642
-7,975
-6% -$398K 0.35% 49
2022
Q1 		$6.84M Sell
128,617
-19,208
-13% -$1.1M 0.37% 48
2021
Q4 		$8.3M Sell
147,825
-5,645
-4% -$334K 0.41% 46
2021
Q3 		$9.12M Sell
153,470
-1,405
-0.9% -$80K 0.49% 40
2021
Q2 		$8.82M Sell
154,875
-5,280
-3% -$310K 0.47% 40
2021
Q1 		$8.86M Sell
160,155
-2,750
-2% -$137K 0.5% 40
2020
Q4 		$7.59M Sell
162,905
-24,125
-13% -$1.02M 0.45% 39
2020
Q3 		$6.71M Buy
187,030
+2,275
+1% +$83.3K 0.45% 39
2020
Q2 		$6.8M Buy
184,755
+69,100
+60% +$2.46M 0.5% 38
2020
Q1 		$3.98M Sell
115,655
-11,000
-9% -$530K 0.35% 46
2019
Q4 		$7.51M Sell
126,655
-9,465
-7% -$547K 0.5% 43
2019
Q3 		$7.53M Sell
136,120
-25,870
-16% -$1.4M 0.54% 42
2019
Q2 		$8.49M Sell
161,990
-3,202
-2% -$165K 0.63% 42
2019
Q1 		$7.96M Sell
165,192
-33,405
-17% -$1.68M 0.61% 42
2018
Q4 		$9.08M Buy
198,597
+1,115
+0.6% +$57.4K 0.79% 37
2018
Q3 		$10.4M Buy
197,482
+11,405
+6% +$604K 0.76% 36
2018
Q2 		$9.31M Buy
186,077
+21,930
+13% +$1.11M 0.74% 37
2018
Q1 		$8.29M Buy
164,147
+102,087
+164% +$5.58M 0.69% 39
2017
Q4 		$3.33M Sell
62,060
-486
-0.8% -$26.2K 0.28% 55
2017
Q3 		$3.35M Buy
62,546
+5,250
+9% +$275K 0.29% 54
2017
Q2 		$2.98M Buy
57,296
+625
+1% +$32.2K 0.26% 55
2017
Q1 		$2.92M Buy
56,671
+10,559
+23% +$563K 0.25% 57
2016
Q4 		$2.37M Sell
46,112
-2
-0% -$95 0.22% 57
2016
Q3 		$1.98M Sell
46,114
-759
-2% -$32.2K 0.18% 60
2016
Q2 		$1.89M Buy
46,873
+847
+2% +$35.3K 0.19% 59
2016
Q1 		$1.87M Hold
46,026
– – 0.2% 61
2015
Q4 		$1.96M Hold
46,026
– – 0.21% 61
2015
Q3 		$1.89M Hold
46,026
– – 0.21% 60
2015
Q2 		$2M Hold
46,026
– – 0.21% 65
2015
Q1 		$2.01M Sell
46,026
-200
-0.4% -$8.76K 0.21% 66
2014
Q4 		$2.08M Hold
46,226
– – 0.21% 67
2014
Q3 		$1.93M Sell
46,226
-1,000
-2% -$42.2K 0.2% 64
2014
Q2 		$2.05M Sell
47,226
-2,000
-4% -$83.5K 0.21% 63
2014
Q1 		$2.11M Sell
49,226
-900
-2% -$37K 0.23% 61
2013
Q4 		$2.02M Sell
50,126
-4,450
-8% -$171K 0.22% 66
2013
Q3 		$2M Sell
54,576
-4,500
-8% -$167K 0.24% 65
2013
Q2 		$2.14M Buy
+59,076
New +$2.03M 0.27% 62

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Birch Hill Investment Advisors's USB Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its US Bancorp (USB) stake by 1.4% in Q2 2026, selling an estimated $39.2K and leaving 48,421 shares worth $2.92M. The position accounts for 0.12% of the portfolio, ranked #71.

Birch Hill Investment Advisors first reported a position in USB in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.4M in Q3 2018. 930 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Birch Hill Investment Advisors held 48,421 shares of US Bancorp worth $2.92M as of Q2 2026.
  • Birch Hill Investment Advisors sold 699 US Bancorp shares in Q2 2026, an estimated $39.2K.
  • US Bancorp made up 0.12% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Birch Hill Investment Advisors first reported a position in US Bancorp in Q2 2013 and has held it in 53 quarters since.
  • Birch Hill Investment Advisors's US Bancorp position peaked at $10.4M in Q3 2018.
  • 930 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.