FGP
USB icon

Freestone Grove Partners’s US Bancorp USB Stock Holding History

Freestone Grove Partners’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 		$86.4M Sell
1,661,642
-99,587
-6% -$5.47M 0.61% 25
2025
Q4 		$94M Buy
1,761,229
+133,182
+8% +$6.55M 0.68% 16
2025
Q3 		$78.7M Buy
+1,628,047
New +$77M 0.59% 31
2025
Q2 		– Sell
-221,756
Closed -$9.36M – 864
2025
Q1 		$9.36M Hold
221,756
– – 0.1% 237
2024
Q4 		$10.6M Buy
+221,756
New +$10.9M 0.13% 189

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

Freestone Grove Partners's USB Position: Q1 2026 in Review

Freestone Grove Partners reduced its US Bancorp (USB) stake by 5.7% in Q1 2026, selling an estimated $5.47M and leaving 1,661,642 shares worth $86.4M. The position accounts for 0.61% of the portfolio, ranked #25.

Freestone Grove Partners first reported a position in USB in Q4 2024 and has held it in 5 quarters since. The position peaked at $94M in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Freestone Grove Partners held 1,661,642 shares of US Bancorp worth $86.4M as of Q1 2026.
  • Freestone Grove Partners sold 99,587 US Bancorp shares in Q1 2026, an estimated $5.47M.
  • US Bancorp made up 0.61% of Freestone Grove Partners's portfolio in Q1 2026, its #25 holding.
  • Freestone Grove Partners first reported a position in US Bancorp in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's US Bancorp position peaked at $94M in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.