US Bancorp Series B Preferred Stock
USB.PRH
7 hedge funds and large institutions have $25.4M invested in US Bancorp Series B Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
4% more capital invested
Capital invested by funds: $24.4M → $25.4M (+$943K)
0.44% more ownership
Funds ownership: 3.12% → 3.56% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less funds holding
Funds holding: 8 → 7 (-1)
17% less call options, than puts
Call options by funds: $112M | Put options by funds: $134M
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$3.46M |
| 2 |
QIM
Quest Investment Management
Lake Oswego,
Oregon
|
+$56 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TBA
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
-$109K |
| 2 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$68.1K |
| 3 |
VWM
Vermillion Wealth Management
Rosemount,
Minnesota
|
-$17.6K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.42K |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
-$19 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
Atlas Wealth
Cincinnati,
Ohio
| $22.1M | +$3.46M | +184,797 | +18% |
|
|
TBA
2
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $2.42M | -$109K | -5,800 | -4% |
|
|
MCM
3
Mengis Capital Management
Portland,
Oregon
| $587K | -$68.1K | -3,638 | -10% |
|
|
QIM
4
Quest Investment Management
Lake Oswego,
Oregon
| $233K | +$56 | +3 | +0% |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9.07K | -$2.42K | -129 | -20% |
|
|
OP
6
ORG Partners
Roanoke,
Indiana
| $856 | – | – | – |
|
|
NS
7
NBC Securities
Birmingham,
Alabama
| $142 | -$19 | -1 | -11% |
|
|
VWM
8
Vermillion Wealth Management
Rosemount,
Minnesota
| – | -$17.6K | -899 | Closed |
|
USB.PRH Hedge Fund Activity: Q4 2025 in Review
7 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in US Bancorp Series B Preferred Stock (USB.PRH) for Q4 2025, worth a combined $25.4M — up 3.9% from $24.4M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of USB.PRH and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.
The largest buyer was Atlas Wealth, adding an estimated $3.46M. The largest seller was Tower Bridge Advisors, cutting an estimated $109K.
- 7 institutional investors held US Bancorp Series B Preferred Stock (USB.PRH) as of Q4 2025, down from 8 in Q3 2025.
- Funds reported $25.4M of US Bancorp Series B Preferred Stock stock for Q4 2025, up 3.9% quarter-over-quarter.
- 0 funds opened new US Bancorp Series B Preferred Stock positions in Q4 2025 and 1 closed out, a net change of -1 holder.
- The largest US Bancorp Series B Preferred Stock buyer in Q4 2025 was Atlas Wealth, an estimated $3.46M added.
- The largest US Bancorp Series B Preferred Stock seller in Q4 2025 was Tower Bridge Advisors, an estimated $109K sold.
Based on aggregated 13F filings for Q4 2025.