Ownership history in BRIGHTON JONES LLC Β· 58 quarters on record
This page tracks every 13F SEC filing in which BRIGHTON JONES LLC reported a position in US BANCORP DEL COM NEW (USB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BRIGHTON JONES LLC underperformed the S&P 500 by β4.3% annually on this USB position. Timing score: 37% (21/57 decisions correct). Average cost basis: $34.77. Maximum drawdown during holding period: β41.2%.
β οΈ Trailed SPY by 4.3% ann. on this position.
57 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
21 of 57 add/trim decisions correct
Best entry: $16.50 (2011 Q1) Β· Worst: $49.07 (2021 Q3)
πͺ Held through 2 major drawdowns (>20%).
27 adds Β· 31 trims. Bought during 6 of 21 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size