Birchbrook’s US Bancorp USB Stock Holding History

Birchbrook’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
2025 Q2	–	Sell	-10	Closed	-$423	–	281
2025 Q1	$423	Hold	10	–	–	﹤0.01%	251
2024 Q4	$479	Buy	+10	New	+$492	﹤0.01%	278

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Birchbrook's USB Position: Q2 2025 in Review

Birchbrook sold out of US Bancorp (USB) in Q2 2025, closing a stake of 10 shares — an estimated $423 sold.

Birchbrook first reported a position in USB in Q4 2024 and held it in 2 quarters. The position peaked at $479 in Q4 2024. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

Birchbrook reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
Birchbrook sold 10 US Bancorp shares in Q2 2025, an estimated $423.
Birchbrook first reported a position in US Bancorp in Q4 2024 and held it in 2 quarters.
Birchbrook's US Bancorp position peaked at $479 in Q4 2024.
1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Birchbrook's 13F filing for Q2 2025, filed 11 Aug 2025.