US Bancorp Series B Preferred Stock
USB.PRH
8 hedge funds and large institutions have $24.4M invested in US Bancorp Series B Preferred Stock in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
79% more call options, than puts
Call options by funds: $97.1M | Put options by funds: $54.1M
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.01% less ownership
Funds ownership: 3.13% → 3.12% (-0.01%)
4% less capital invested
Capital invested by funds: $25.4M → $24.4M (-$980K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TBA
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
+$19.1K |
| 2 |
VWM
Vermillion Wealth Management
Rosemount,
Minnesota
|
+$18.4K |
| 3 |
MCM
Mengis Capital Management
Portland,
Oregon
|
+$225 |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
+$184 |
| 5 |
QIM
Quest Investment Management
Lake Oswego,
Oregon
|
+$20 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$152K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
Atlas Wealth
Cincinnati,
Ohio
| $20.7M | -$152K | -7,441 | -0.7% |
|
|
TBA
2
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $2.77M | +$19.1K | +937 | +0.7% |
|
|
MCM
3
Mengis Capital Management
Portland,
Oregon
| $715K | +$225 | +11 | +0% |
|
|
QIM
4
Quest Investment Management
Lake Oswego,
Oregon
| $253K | +$20 | +1 | +0% |
|
|
VWM
5
Vermillion Wealth Management
Rosemount,
Minnesota
| $17.6K | +$18.4K | +899 | New |
|
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12.5K | -$1.1K | -54 | -8% |
|
|
OP
7
ORG Partners
Roanoke,
Indiana
| $940 | – | – | – |
|
|
NS
8
NBC Securities
Birmingham,
Alabama
| $176 | +$184 | +9 | New |
|
USB.PRH Hedge Fund Activity: Q3 2025 in Review
8 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in US Bancorp Series B Preferred Stock (USB.PRH) for Q3 2025, worth a combined $24.4M — down 3.9% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new USB.PRH positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Tower Bridge Advisors, adding an estimated $19.1K. The largest seller was Atlas Wealth, cutting an estimated $152K.
- 8 institutional investors held US Bancorp Series B Preferred Stock (USB.PRH) as of Q3 2025, up from 6 in Q2 2025.
- Funds reported $24.4M of US Bancorp Series B Preferred Stock stock for Q3 2025, down 3.9% quarter-over-quarter.
- 2 funds opened new US Bancorp Series B Preferred Stock positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest US Bancorp Series B Preferred Stock buyer in Q3 2025 was Tower Bridge Advisors, an estimated $19.1K added.
- The largest US Bancorp Series B Preferred Stock seller in Q3 2025 was Atlas Wealth, an estimated $152K sold.
Based on aggregated 13F filings for Q3 2025.