US Bancorp (usb 4 Perp M)Preferred / convertible
13F holders, Q1 2025 (March 31)3holders −1
0new positions
1sold out
$16.57avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding US Bancorp (usb 4 Perp M) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Boyd Watterson Asset Management LLC ($1.4M), CCM Investment Advisers LLC ($199K) and PNC Financial Services Group, Inc. ($5K).
- Company
- US Bancorp (usb 4 Perp M)
- CUSIP
- 902973718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $49K |
All 13F filers, Q4 2024 → Q1 2025: 2,796 shares sold, net −2,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Boyd Watterson Asset Management LLC | — | No change | 84,165 | $1.4M |
| CCM Investment Advisers LLC | — | No change | 12,000 | $199K |
| PNC Financial Services Group, Inc. | — | Reduce -6.4% | 306 | $5K |
"% of holder's portfolio" is US BANCORP (USB 4 PERP M)'s weight in each manager's 13F, not the share of US Bancorp (usb 4 Perp M) the manager owns.