Birchcreek Wealth Management’s US Bancorp USB Stock Holding History

Birchcreek Wealth Management’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 Q3	$272K	Hold	4,706	–	–	0.1%	121
2026 Q2	$284K	Buy	4,706 +1	+0%	+$56	0.11%	115
2026 Q1	$245K	Hold	4,705	–	–	0.12%	105
2025 Q4	$251K	Buy	4,705 +46	+1%	+$2.26K	0.12%	102
2025 Q3	$225K	Hold	4,659	–	–	0.12%	108
2025 Q2	$211K	Buy	+4,659	New	+$196K	0.12%	112
2025 Q1	–	Sell	-4,659	Closed	-$223K	–	126
2024 Q4	$223K	Hold	4,659	–	–	0.14%	108
2024 Q3	$213K	Buy	+4,659	New	+$204K	0.14%	111
2024 Q2	–	Sell	-4,922	Closed	-$220K	–	174
2024 Q1	$220K	Buy	+4,922	New	+$208K	0.12%	146
2021 Q1	–	Sell	-500	Closed	-$23K	–	286
2020 Q4	$23K	Buy	+500	New	+$21.2K	0.02%	299

Other funds holding USB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Birchcreek Wealth Management's USB Position: Q3 2026 in Review

Birchcreek Wealth Management held its US Bancorp (USB) position steady in Q3 2026 at 4,706 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #121.

Birchcreek Wealth Management first reported a position in USB in Q4 2020 and has held it in 10 quarters since. The position peaked at $284K in Q2 2026. 1,600 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Birchcreek Wealth Management held 4,706 shares of US Bancorp worth $272K as of Q3 2026.
Birchcreek Wealth Management left its US Bancorp share count unchanged in Q3 2026.
US Bancorp made up 0.1% of Birchcreek Wealth Management's portfolio in Q3 2026, its #121 holding.
Birchcreek Wealth Management first reported a position in US Bancorp in Q4 2020 and has held it in 10 quarters since.
Birchcreek Wealth Management's US Bancorp position peaked at $284K in Q2 2026.
1,600 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Birchcreek Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.