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
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 0.11% 168

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coastal Bridge Advisors's USB Position: Q1 2026 in Review

Coastal Bridge Advisors increased its US Bancorp (USB) stake by 5.9% in Q1 2026, buying an estimated $26.4K and bringing the position to 8,677 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #325.

Coastal Bridge Advisors first reported a position in USB in Q1 2025 and has held it in 5 quarters since. The position peaked at $474K in Q2 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Coastal Bridge Advisors held 8,677 shares of US Bancorp worth $451K as of Q1 2026.
  • Coastal Bridge Advisors bought 481 US Bancorp shares in Q1 2026, an estimated $26.4K.
  • US Bancorp made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #325 holding.
  • Coastal Bridge Advisors first reported a position in US Bancorp in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's US Bancorp position peaked at $474K in Q2 2025.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.