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Perennial Investment Advisors’s US Bancorp USB Stock Holding History

Perennial Investment 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 		$320K Buy
6,148
+936
+18% +$51.4K 0.03% 377
2025
Q4 		$278K Buy
5,212
+1,017
+24% +$50K 0.02% 394
2025
Q3 		$203K Buy
+4,195
New +$198K 0.02% 467

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

Perennial Investment Advisors's USB Position: Q1 2026 in Review

Perennial Investment Advisors increased its US Bancorp (USB) stake by 18% in Q1 2026, buying an estimated $51.4K and bringing the position to 6,148 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #377.

Perennial Investment Advisors first reported a position in USB in Q3 2025 and has held it in 3 quarters since. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Perennial Investment Advisors held 6,148 shares of US Bancorp worth $320K as of Q1 2026.
  • Perennial Investment Advisors bought 936 US Bancorp shares in Q1 2026, an estimated $51.4K.
  • US Bancorp made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #377 holding.
  • Perennial Investment Advisors first reported a position in US Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

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