Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,924,628
+$369,897 QoQ
Shares Held
48,421
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#644
of 2,052 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Birch Hill Investment Advisors LLC holds $2,924,628 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
48,421 | $2,924,628 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,924,628 | 48,421 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,554,731 | 49,120 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,674,403 | 50,120 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,446,464 | 50,620 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,326,528 | 51,415 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,179,396 | 51,620 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,714,782 | 56,759 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,629,932 | 57,510 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,344,880 | 59,065 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,814,535 | 62,965 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,990,777 | 69,103 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,439,927 | 73,803 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,498,749 | 75,628 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,616,427 | 100,317 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,679,440 | 107,302 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,621,760 | 114,627 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,551,944 | 120,642 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,835,993 | 128,617 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $8,303,330 | 147,825 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $9,122,256 | 153,470 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $8,823,228 | 154,875 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $8,858,173 | 160,155 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,589,743 | 162,905 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $6,705,025 | 187,030 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $6,802,679 | 184,755 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,984,314 | 115,655 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||