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 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 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

Birchcreek Wealth Management's USB Position: Q1 2026 in Review

Birchcreek Wealth Management held its US Bancorp (USB) position steady in Q1 2026 at 4,705 shares worth $245K. The position accounts for 0.12% of the portfolio, ranked #105.

Birchcreek Wealth Management first reported a position in USB in Q4 2020 and has held it in 8 quarters since. The position peaked at $251K in Q4 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Birchcreek Wealth Management held 4,705 shares of US Bancorp worth $245K as of Q1 2026.
Birchcreek Wealth Management left its US Bancorp share count unchanged in Q1 2026.
US Bancorp made up 0.12% of Birchcreek Wealth Management's portfolio in Q1 2026, its #105 holding.
Birchcreek Wealth Management first reported a position in US Bancorp in Q4 2020 and has held it in 8 quarters since.
Birchcreek Wealth Management's US Bancorp position peaked at $251K in Q4 2025.
1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.