USB — US Bancorp Equity

Ownership history in First Financial Bank - Trust Division  ·  83 quarters on record

AI Ownership Summary

First Financial Bank - Trust Division reported US Bancorp Equity (USB) in 83 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows USB at 0.10% 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 First Financial Bank - Trust Division's position in US Bancorp Equity, 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 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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
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 First Financial Bank - Trust Division fund profile First Financial Bank - Trust Division full holdings
How First Financial Bank - Trust Division 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 23,960 -975 -3.9% 0.10% $1.2M 2026-05-15 (Est.) $56.37
2025 Q4 REDUCED 24,935 -493 -1.9% 0.11% $1.3M 2026-01-02 $53.38
2025 Q3 REDUCED 25,428 -314 -1.2% 0.10% $1.2M 2025-10-01 $46.94
2025 Q2 REDUCED 25,742 -336 -1.3% 0.10% $1.2M 2025-07-02 $46.06
2025 Q1 REDUCED 26,078 -4,959 -16.0% 0.11% $1.1M 2025-04-01 $40.07
2024 Q4 ADDED 31,037 +224 +0.7% 0.14% $1.5M 2025-01-02 $45.37
2024 Q3 REDUCED 30,813 -440 -1.4% 0.13% $1.4M 2024-10-01 $41.71
2024 Q2 ADDED 31,253 +269 +0.9% 0.12% $1.2M 2024-07-03 $36.66
2024 Q1 REDUCED 30,984 -8 -0.0% 0.13% $1.4M 2024-04-01 $40.27
2023 Q4 REDUCED 30,992 -3,363 -9.8% 0.14% $1.3M 2024-01-02 $39.78
73 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% R.H. Investment Group, LLC 3.61% Keystone Financial Planning, Inc. 3Y 7Y 3.12% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.01% DAILY JOURNAL CORP 3Y 7Y 2.58% Cascade Investment Advisors, Inc. 3Y 7Y 2.03% Stolper Co 3Y 1.92% Granite Group Advisors, LLC 1.88% Stockman Wealth Management, Inc. 3Y 7Y 1.76% PCB Capital LLC 1.6%

FAQ About First Financial Bank - Trust Division and USB

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

How long has First Financial Bank - Trust Division reported owning USB?

First Financial Bank - Trust Division reported USB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported USB position in First Financial Bank - Trust Division's portfolio?

The largest reported portfolio weight for USB was 0.14% in 2024 Q4.

What is the latest reported USB position on this page?

The most recent filing on this page is 2026 Q1, when First Financial Bank - Trust Division reported 23,960 shares, equal to 0.10% of portfolio, with an estimated market value of $1.2M.

What does the chart on this USB ownership page compare?

The chart compares First Financial Bank - Trust Division'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.

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