Hyperion Capital Advisors’s US Bancorp USB Stock Holding History

Hyperion Capital 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	$260K	Hold	5,000	–	–	0.13%	59
2025 Q4	$267K	Hold	5,000	–	–	0.13%	55
2025 Q3	$242K	Hold	5,000	–	–	0.13%	55
2025 Q2	$226K	Hold	5,000	–	–	0.14%	56
2025 Q1	$211K	Hold	5,000	–	–	0.11%	61
2024 Q4	$239K	Hold	5,000	–	–	0.12%	78
2024 Q3	$229K	Buy	+5,000	New	+$219K	0.11%	106
2024 Q2	–	Sell	-5,000	Closed	-$224K	–	115
2024 Q1	$224K	Hold	5,000	–	–	0.11%	99
2023 Q4	$216K	Buy	+5,000	New	+$183K	0.12%	60
2023 Q1	–	Sell	-5,000	Closed	-$218K	–	59
2022 Q4	$218K	Hold	5,000	–	–	0.11%	52
2022 Q3	$202K	Hold	5,000	–	–	0.1%	53
2022 Q2	$230K	Hold	5,000	–	–	0.11%	52
2022 Q1	$266K	Hold	5,000	–	–	0.1%	48
2021 Q4	$281K	Hold	5,000	–	–	0.06%	45
2021 Q3	$297K	Hold	5,000	–	–	0.08%	40
2021 Q2	$285K	Hold	5,000	–	–	0.08%	40
2021 Q1	$277K	Hold	5,000	–	–	0.09%	39
2020 Q4	$233K	Buy	+5,000	New	+$212K	0.09%	38
2020 Q1	–	Sell	-5,000	Closed	-$296K	–	43
2019 Q4	$296K	Buy	+5,000	New	+$289K	0.16%	37

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

Hyperion Capital Advisors's USB Position: Q1 2026 in Review

Hyperion Capital Advisors held its US Bancorp (USB) position steady in Q1 2026 at 5,000 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #59.

Hyperion Capital Advisors first reported a position in USB in Q4 2019 and has held it in 19 quarters since. The position peaked at $297K in Q3 2021. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Hyperion Capital Advisors held 5,000 shares of US Bancorp worth $260K as of Q1 2026.
Hyperion Capital Advisors left its US Bancorp share count unchanged in Q1 2026.
US Bancorp made up 0.13% of Hyperion Capital Advisors's portfolio in Q1 2026, its #59 holding.
Hyperion Capital Advisors first reported a position in US Bancorp in Q4 2019 and has held it in 19 quarters since.
Hyperion Capital Advisors's US Bancorp position peaked at $297K in Q3 2021.
1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Hyperion Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.