US Bancorp Series B Preferred Stock
USB.PRH
6 hedge funds and large institutions have $25.4M invested in US Bancorp Series B Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
8% more call options, than puts
Call options by funds: $78.7M | Put options by funds: $73M
0.03% more ownership
Funds ownership: 3.1% → 3.13% (+0.03%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
5% less capital invested
Capital invested by funds: $26.8M → $25.4M (-$1.36M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QIM
Quest Investment Management
Lake Oswego,
Oregon
|
+$271K |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$543 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TBA
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
-$19.9K |
| 2 |
VWM
Vermillion Wealth Management
Rosemount,
Minnesota
|
-$7.4K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.88K |
| 4 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$2.11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
Atlas Wealth
Cincinnati,
Ohio
| $21.6M | +$543 | +26 | +0% |
|
|
TBA
2
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $2.82M | -$19.9K | -954 | -0.7% |
|
|
MCM
3
Mengis Capital Management
Portland,
Oregon
| $733K | -$2.11K | -101 | -0.3% |
|
|
QIM
4
Quest Investment Management
Lake Oswego,
Oregon
| $260K | +$271K | +12,993 | New |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13.9K | -$4.88K | -234 | -25% |
|
|
OP
6
ORG Partners
Roanoke,
Indiana
| $975 | – | – | – |
|
|
VWM
7
Vermillion Wealth Management
Rosemount,
Minnesota
| – | -$7.4K | -343 | Closed |
|
USB.PRH Hedge Fund Activity: Q2 2025 in Review
6 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in US Bancorp Series B Preferred Stock (USB.PRH) for Q2 2025, worth a combined $25.4M — down 5.1% from $26.8M a quarter earlier.
Fund positioning in USB.PRH was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Quest Investment Management, opening a new position worth an estimated $271K. The largest seller was Tower Bridge Advisors, cutting an estimated $19.9K.
- 6 institutional investors held US Bancorp Series B Preferred Stock (USB.PRH) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $25.4M of US Bancorp Series B Preferred Stock stock for Q2 2025, down 5.1% quarter-over-quarter.
- 1 fund opened new US Bancorp Series B Preferred Stock positions in Q2 2025 and 1 closed out, a net change of 0 holders.
- The largest US Bancorp Series B Preferred Stock buyer in Q2 2025 was Quest Investment Management, an estimated $271K added.
- The largest US Bancorp Series B Preferred Stock seller in Q2 2025 was Tower Bridge Advisors, an estimated $19.9K sold.
Based on aggregated 13F filings for Q2 2025.