1919 Investment Counsel, LLC USB — US BANCORP DEL COM NEW

Ownership history in 1919 Investment Counsel, LLC  ·  28 quarters on record

AI Ownership Summary

1919 Investment Counsel, LLC reported US BANCORP DEL COM NEW (USB) in 28 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1919 Investment Counsel, LLC's position in US BANCORP DEL COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
—

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
—

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
28 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USB stock page 1919 Investment Counsel, LLC fund profile 1919 Investment Counsel, LLC full holdings
How 1919 Investment Counsel, LLC held USB — position size vs. price
% of Fund (quarterly)    USB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USB

As of 2026 Q2 — sorted by position size

Kentucky Trust Co 4.61% TETRAD CORP 4.1% Keystone Financial Planning, Inc. 3Y 7Y 3.52% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 3.45% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.92% DAILY JOURNAL CORP 3Y 7Y 2.81% AM INVESTMENT STRATEGIES LLC 3Y 2.53% Cascade Investment Advisors, Inc. 3Y 7Y 2.15% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.64% ALKEME WEALTH, LLC 3Y 7Y 1.6%

FAQ About 1919 Investment Counsel, LLC and USB

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1919 Investment Counsel, LLC reported owning USB?

1919 Investment Counsel, LLC reported USB across 0 quarterly 13F filings.

What was the largest reported USB position in 1919 Investment Counsel, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for USB in 1919 Investment Counsel, LLC.

What is the latest reported USB position on this page?

The most recent filing on this page is 2014 Q3, when 1919 Investment Counsel, LLC reported 1,639,181 shares, equal to 1.41% of portfolio, with an estimated market value of $68.6M.

What does the chart on this USB ownership page compare?

The chart compares 1919 Investment Counsel, LLC's quarterly USB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1919 Investment Counsel, LLC time their USB position?

Based on 13F filing dates vs. subsequent USB price moves, 1919 Investment Counsel, LLC correctly timed 13 out of 27 reported position changes (48%). The annualised alpha on USB relative to SPY over the holding period was +76.1%.

← Back to 1919 Investment Counsel, LLC Holdings