Institutional Ownership
U.S. Bancorp Pfd B
CUSIP 902973155PFDUSB.F.PERP.B*Q1 2026
Institutional Holders
7
13F filers
Shares Held
1.48M
Aggregate institutional
Institutional Value
$27.06M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased1
Decreased3
Sold out2
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Atlas Wealth LLC | 1.44M | $26.28M | +197.8K | Added |
| 2 | Mengis Capital Management, Inc. | 31.9K | $583.0K | −988 | Reduced |
| 3 | Quest Investment Management LLC | 10.1K | $185.5K | −2.9K | Reduced |
| 4 | Pnc Financial Services Group, Inc. | 392 | $7.2K | −116 | Reduced |
| 5 | Mcilrath & Eck, LLC | 200 | $3.7K | +200 | New |
| 6 | First Command Advisory Services, Inc. | 72 | $1.3K | +72 | New |
| 7 | Ascentis Independent Advisors | 48 | $877 | +48 | New |