QUEST INVESTMENT MANAGEMENT LLC USB/PRH β€” Us Bancorp Del Pfd B 1/1000Dp

Ownership history in QUEST INVESTMENT MANAGEMENT LLC  Β·  4 quarters on record

AI Ownership Summary

QUEST INVESTMENT MANAGEMENT LLC reported Us Bancorp Del Pfd B 1/1000Dp (USB/PRH) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows USB/PRH 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.

What this USB/PRH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was QUEST INVESTMENT MANAGEMENT LLC's position in Us Bancorp Del Pfd B 1/1000Dp, 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/PRH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2025 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 QUEST INVESTMENT MANAGEMENT LLC held USB/PRH β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 10,138 -2,859 -22.0% 0.02% $186K 2026-05-15 β€”
2025 Q4 ADDED β€” β€” β€” 12,997 +3 +0.0% 0.03% $233K 2026-02-17 β€”
2025 Q3 ADDED β€” β€” β€” 12,994 +1 +0.0% 0.03% $253K 2025-11-14 β€”
2025 Q2 INITIATED β€” β€” β€” 12,993 β€” β€” 0.03% $260K 2025-08-13 β€”

FAQ About QUEST INVESTMENT MANAGEMENT LLC and USB/PRH

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

How long has QUEST INVESTMENT MANAGEMENT LLC reported owning USB/PRH?

QUEST INVESTMENT MANAGEMENT LLC reported USB/PRH across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported USB/PRH position in QUEST INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for USB/PRH was 0.03% in 2025 Q2.

What is the latest reported USB/PRH position on this page?

The most recent filing on this page is 2026 Q1, when QUEST INVESTMENT MANAGEMENT LLC reported 10,138 shares, equal to 0.02% of portfolio, with an estimated market value of $186K.

What does the chart on this USB/PRH ownership page compare?

The chart compares QUEST INVESTMENT MANAGEMENT LLC's quarterly USB/PRH 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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