U.S. BANCORP 5.56 PFDPFD SER B
CUSIP 902973155
U.S. Bancorp 5.56 Pfdpfd Ser B has 7 institutional holders in Filings Flow’s 13F database, together reporting 1.48M shares worth $27M as of Q1 2026. The largest reported holders are Atlas Wealth LLC, Tower Bridge Advisors, and Mengis Capital Management, Inc..
Institutional Holders
7
Q1 2026
Reported Value
$27M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Atlas Wealth LLC$334M AUM | 7.88% | $26M | 1.44M | Q1 2026 |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.24% | $2M | 135.8K | Q4 2025OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.10% | $582,970 | 31.9K | Q1 2026 |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 0.02% | $185,533 | 10.1K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $17,621 | 899 | Q3 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $3,656 | 200 | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $856 | 48 | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $877 | 48 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $142 | 8 | Q4 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $1,337 | 72 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7,166 | 392 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.