USB US BANCORP COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  70 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported US BANCORP COM (USB) in 70 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q2. The latest visible filing shows USB at 0.02% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in US BANCORP COM, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q2

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 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 LVM CAPITAL MANAGEMENT LTD/MI held USB — position size vs. price
% of Fund (quarterly)    USB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,831 +665 +16.0% 0.02% $251K 2026-05-15 (Est.) $52.95
2025 Q4 UNCHANGED 4,166 0% 0.02% $222K 2026-01-12 $53.83
2025 Q3 REDUCED 4,166 -950 -18.6% 0.02% $201K 2025-10-09 $46.17
2024 Q4 REDUCED 5,116 -15,608 -75.3% 0.03% $245K 2025-01-10 $44.91
2024 Q3 UNCHANGED 20,724 0% 0.09% $823K 2024-10-03 $41.26
2024 Q2 ADDED 20,724 +15,938 +333.0% 0.09% $823K 2024-07-16 $40.17
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and USB

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning USB?

LVM CAPITAL MANAGEMENT LTD/MI reported USB across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported USB position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for USB was 0.09% in 2024 Q2.

What is the latest reported USB position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 4,831 shares, equal to 0.02% of portfolio, with an estimated market value of $251K.

What does the chart on this USB ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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