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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Birchcreek Wealth Management's USB Position: Q2 2026 in Review

Birchcreek Wealth Management increased its US Bancorp (USB) stake by 0.02% in Q2 2026, buying an estimated $56 and bringing the position to 4,706 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #115.

Birchcreek Wealth Management first reported a position in USB in Q4 2020 and has held it in 9 quarters since. 2,063 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Birchcreek Wealth Management held 4,706 shares of US Bancorp worth $284K as of Q2 2026.
  • Birchcreek Wealth Management bought 1 US Bancorp share in Q2 2026, an estimated $56.
  • US Bancorp made up 0.11% of Birchcreek Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Birchcreek Wealth Management first reported a position in US Bancorp in Q4 2020 and has held it in 9 quarters since.
  • 2,063 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.