US Bancorp Series B Preferred Stock
USB.PRH
7 hedge funds and large institutions have $27.1M invested in US Bancorp Series B Preferred Stock in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
7% more capital invested
Capital invested by funds: $25.4M → $27.1M (+$1.68M)
1% more call options, than puts
Call options by funds: $93.5M | Put options by funds: $92.6M
0.15% more ownership
Funds ownership: 3.56% → 3.7% (+0.15%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$3.74M |
| 2 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$3.78K |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$1.36K |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$906 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TBA
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
-$2.42M |
| 2 |
QIM
Quest Investment Management
Lake Oswego,
Oregon
|
-$54K |
| 3 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$18.7K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.19K |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
-$142 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
Atlas Wealth
Cincinnati,
Ohio
| $26.3M | +$3.74M | +197,839 | +16% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $583K | -$18.7K | -988 | -3% |
|
|
QIM
3
Quest Investment Management
Lake Oswego,
Oregon
| $186K | -$54K | -2,859 | -22% |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7.17K | -$2.19K | -116 | -23% |
|
|
ME
5
McIlrath & Eck
Arlington,
Washington
| $3.66K | +$3.78K | +200 | New |
|
|
FCAS
6
First Command Advisory Services
Fort Worth,
Texas
| $1.34K | +$1.36K | +72 | New |
|
|
GSEP
7
Golden State Equity Partners
South Coast Metro,
California
| $877 | +$906 | +48 | New |
|
|
TBA
8
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| – | -$2.42M | -135,816 | Closed |
|
|
NS
9
NBC Securities
Birmingham,
Alabama
| – | -$142 | -8 | Closed |
|
USB.PRH Hedge Fund Activity: Q1 2026 in Review
7 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in US Bancorp Series B Preferred Stock (USB.PRH) for Q1 2026, worth a combined $27.1M — up 6.6% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USB.PRH positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Atlas Wealth, adding an estimated $3.74M. The largest seller was Tower Bridge Advisors, exiting entirely with an estimated $2.42M sold.
- 7 institutional investors held US Bancorp Series B Preferred Stock (USB.PRH) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $27.1M of US Bancorp Series B Preferred Stock stock for Q1 2026, up 6.6% quarter-over-quarter.
- 3 funds opened new US Bancorp Series B Preferred Stock positions in Q1 2026 and 2 closed out, a net change of +1 holder.
- The largest US Bancorp Series B Preferred Stock buyer in Q1 2026 was Atlas Wealth, an estimated $3.74M added.
- The largest US Bancorp Series B Preferred Stock seller in Q1 2026 was Tower Bridge Advisors, an estimated $2.42M sold.
Based on aggregated 13F filings for Q1 2026.