USB — US Bancorp Common

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  71 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported US Bancorp Common (USB) in 71 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.17% in 2026 Q1. The latest visible filing shows USB at 1.17% 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 BOSTON RESEARCH & MANAGEMENT INC's position in US Bancorp Common, 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
2026 Q1

USB was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 BOSTON RESEARCH & MANAGEMENT INC fund profile BOSTON RESEARCH & MANAGEMENT INC full holdings
How BOSTON RESEARCH & MANAGEMENT INC held USB — position size vs. price
% of Fund (quarterly)    USB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 95,058 — 0% 1.17% $5K 2026-04-10 $55.66
2025 Q4 REDUCED 95,058 -3,775 -3.8% 1.17% $5.1M 2026-02-11 $58.36
2025 Q3 ADDED 98,833 +794 +0.8% 1.05% $4.8M 2025-11-12 $46.95
2025 Q2 ADDED 98,039 +4,946 +5.3% 1.06% $4.4M 2025-08-12 $44.39
2025 Q1 REDUCED 93,093 -1,448 -1.5% 0.98% $3.9M 2025-05-12 $42.22
2024 Q4 ADDED 94,541 +1,530 +1.6% 1.11% $4.5M 2025-02-12 $45.02
2024 Q3 ADDED 93,011 +2,480 +2.7% 1.00% $4.3M 2024-11-12 $47.62
2024 Q2 ADDED 90,531 +2,290 +2.6% 0.91% $3.6M 2024-08-13 $39.34
2024 Q1 ADDED 88,241 +2,345 +2.7% 0.97% $3.9M 2024-05-14 $38.44
2023 Q4 ADDED 85,896 +5,197 +6.4% 0.99% $3.7M 2024-02-12 $37.21
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USB

As of 2026 Q1 — sorted by position size

TETRAD CORP 3.69% Keystone Financial Planning, Inc. 3Y 7Y 3.12% PCB Capital LLC 1.6% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.44% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 1.33% Center for Wealth Management Advisory 1.3% BOS Asset Management, LLC 3Y 1.2% InvesTrust 1.01% Hamrick Investment Counsel, llc 0.85% First Bank & Trust 3Y 7Y 0.75%

FAQ About BOSTON RESEARCH & 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 BOSTON RESEARCH & MANAGEMENT INC reported owning USB?

BOSTON RESEARCH & MANAGEMENT INC reported USB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported USB position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for USB was 1.17% in 2026 Q1.

What is the latest reported USB position on this page?

The most recent filing on this page is 2026 Q1, when BOSTON RESEARCH & MANAGEMENT INC reported 95,058 shares, equal to 1.17% of portfolio, with an estimated market value of $5K.

What does the chart on this USB ownership page compare?

The chart compares BOSTON RESEARCH & 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.

← Back to BOSTON RESEARCH & MANAGEMENT INC Holdings