DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
USB F PERP B*

Us Bancorp Del Pfd B 1/1000Dp

8 institutions still hold Us Bancorp Del Pfd B 1/1000Dp as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 902973155·8 13F holders·last filed Mar 31, 2026
Market cap
9.7%
vs prior quarter
13F value held
$27M
62.0% inst. owned
of float
Holders
8
-104 QoQ
filers reporting
Activity
+8 / −29
+991 added · −858 reduced
this quarter
Concentration
97.10%
Atlas Wealth LLC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported USB F PERP B* in Q1 2026. Atlas Wealth LLC leads at 97.1% of the visible book. -104 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Atlas Wealth LLC
CIK 0001964106
$26M1.4M7.88%Q1 2026
02
Mengis Capital Management, Inc.
CIK 0001609674
$582,97032K0.10%Q1 2026
03
QUEST INVESTMENT MANAGEMENT LLC
CIK 0001036248
$185,53310K0.02%Q1 2026
04
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$9,0685080.00%Q4 2025
05
McIlrath & Eck, LLC
CIK 0001701714
$3,6562000.00%Q1 2026
06
First Command Advisory Services, Inc.
CIK 0001727336
$1,337720.00%Q1 2026
07
Golden State Equity Partners
CIK 0001845003
$877480.00%Q1 2026
08
ORG Partners LLC
CIK 0001979372
$856480.00%Q4 2025