USB β€” US BANCORP

Ownership history in Hickory Point Bank & Trust  Β·  6 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported US BANCORP (USB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows USB at 0.19% 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.

What this USB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in US 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
2026 Q1

USB was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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 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.

How Hickory Point Bank & Trust held USB β€” position size vs. price
% of Fund (quarterly)    USB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5,548 -317 -5.4% 0.19% $289K 2026-05-15 (Est.) $55.36
2025 Q4 REDUCED 5,865 -534 -8.3% 0.23% $313K 2026-01-12 $53.83
2025 Q3 REDUCED 6,399 -356 -5.3% 0.23% $309K 2025-10-06 $46.78
2025 Q2 ADDED 6,755 +140 +2.1% 0.25% $306K 2025-07-08 $46.23
2025 Q1 REDUCED 6,615 -825 -11.1% 0.25% $279K 2025-04-14 $36.65
2024 Q4 INITIATED 7,440 β€” β€” 0.32% $356K 2025-02-05 $44.91

FAQ About Hickory Point Bank & Trust and USB

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

How long has Hickory Point Bank & Trust reported owning USB?

Hickory Point Bank & Trust reported USB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported USB position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for USB was 0.32% in 2024 Q4.

What is the latest reported USB position on this page?

The most recent filing on this page is 2026 Q1, when Hickory Point Bank & Trust reported 5,548 shares, equal to 0.19% of portfolio, with an estimated market value of $289K.

What does the chart on this USB ownership page compare?

The chart compares Hickory Point Bank & Trust'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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