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
Q2 		$167M Buy
2,764,240
+1,102,598
+66% +$61.8M 1.07% 4
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 $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

Freestone Grove Partners's USB Position: Q2 2026 in Review

Freestone Grove Partners increased its US Bancorp (USB) stake by 66% in Q2 2026, buying an estimated $61.8M and bringing the position to 2,764,240 shares worth $167M. The position accounts for 1.07% of the portfolio, ranked #4.

Freestone Grove Partners first reported a position in USB in Q4 2024 and has held it in 6 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Freestone Grove Partners held 2,764,240 shares of US Bancorp worth $167M as of Q2 2026.
  • Freestone Grove Partners bought 1,102,598 US Bancorp shares in Q2 2026, an estimated $61.8M.
  • US Bancorp made up 1.07% of Freestone Grove Partners's portfolio in Q2 2026, its #4 holding.
  • Freestone Grove Partners first reported a position in US Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.