CBA
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Coastal Bridge Advisors’s US Bancorp USB Stock Holding History

Coastal Bridge 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 		$713K Buy
11,798
+3,121
+36% +$175K 0.04% 271
2026
Q1 		$451K Buy
8,677
+481
+6% +$26.4K 0.03% 325
2025
Q4 		$437K Buy
8,196
+240
+3% +$11.8K 0.03% 321
2025
Q3 		$385K Sell
7,956
-2,530
-24% -$120K 0.03% 335
2025
Q2 		$474K Sell
10,486
-131
-1% -$5.51K 0.04% 298
2025
Q1 		$448K Buy
+10,617
New +$490K 0.04% 295

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's USB Position: Q2 2026 in Review

Coastal Bridge Advisors increased its US Bancorp (USB) stake by 36% in Q2 2026, buying an estimated $175K and bringing the position to 11,798 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #271.

Coastal Bridge Advisors first reported a position in USB in Q1 2025 and has held it in 6 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Coastal Bridge Advisors held 11,798 shares of US Bancorp worth $713K as of Q2 2026.
  • Coastal Bridge Advisors bought 3,121 US Bancorp shares in Q2 2026, an estimated $175K.
  • US Bancorp made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #271 holding.
  • Coastal Bridge Advisors first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.