AHL INVESTMENT MANAGEMENT, INC. USB — U.S. Bancorp

Ownership history in AHL INVESTMENT MANAGEMENT, INC.  ·  7 quarters on record

AI Ownership Summary

AHL INVESTMENT MANAGEMENT, INC. reported U.S. Bancorp (USB) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.59% in 2024 Q4. The latest visible filing shows USB at 0.56% of the fund.

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 AHL INVESTMENT MANAGEMENT, INC.'s position in U.S. Bancorp, 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
2025 Q3

USB was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 AHL INVESTMENT MANAGEMENT, INC. fund profile AHL INVESTMENT MANAGEMENT, INC. full holdings
How AHL INVESTMENT MANAGEMENT, INC. 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 17,046 -410 -2.3% 0.56% $824K 2025-11-14 (Est.) $45.78
2025 Q2 REDUCED — — — 17,456 -50 -0.3% 0.53% $790K 2025-07-10 $45.75
2025 Q1 UNCHANGED — — — 17,506 — 0% 0.51% $739K 2025-04-14 $36.33
2024 Q4 UNCHANGED — — — 17,506 — 0% 0.59% $837K 2025-01-16 $45.14
2024 Q3 UNCHANGED — — — 17,506 — 0% 0.55% $801K 2024-10-30 $45.28
2024 Q2 ADDED — — — 17,506 +17,104 +4254.7% 0.51% $695K 2024-07-15 $38.96
1 older quarter 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

COERENTE CAPITAL MANAGEMENT 3Y 4.84% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 4.71% Kentucky Trust Co 4.61% Heritage Wealth Management, Inc. 4.15% TETRAD CORP 4.1% BAYBAN 3.77% Keystone Financial Planning, Inc. 3Y 7Y 3.52% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 3.45% Lakeside Advisors, INC. 3Y 3.38% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.33%

FAQ About AHL INVESTMENT MANAGEMENT, INC. and USB

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

How long has AHL INVESTMENT MANAGEMENT, INC. reported owning USB?

AHL INVESTMENT MANAGEMENT, INC. reported USB across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported USB position in AHL INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for USB was 0.59% in 2024 Q4.

What is the latest reported USB position on this page?

The most recent filing on this page is 2025 Q3, when AHL INVESTMENT MANAGEMENT, INC. reported 17,046 shares, equal to 0.56% of portfolio, with an estimated market value of $824K.

What does the chart on this USB ownership page compare?

The chart compares AHL INVESTMENT MANAGEMENT, INC.'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 AHL INVESTMENT MANAGEMENT, INC. time their USB position?

Based on 13F filing dates vs. subsequent USB price moves, AHL INVESTMENT MANAGEMENT, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on USB relative to SPY over the holding period was -2.5%.

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