Summit Securities Group’s US Bancorp Series B Preferred Stock USB.PRH Stock Holding History

Summit Securities Group’s Portfolio USB.PRH Stock Details USB.PRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,100	Closed	-$379K	–	1393
2025 Q4	$379K	Buy	+7,100	New	+$133K	0.05%	235
2025 Q1	–	Sell	-1,000	Closed	-$47.8K	–	1116
2024 Q4	$47.8K	Buy	+1,000	New	+$22.2K	0.01%	293

Other funds holding USB.PRH

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return

Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return