RESOURCES MANAGEMENT CORP /CT/ /ADV USB/PRA — U.S. BANCORP

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  17 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported U.S. BANCORP (USB/PRA) in 17 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows USB/PRA at 0.03% 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/PRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RESOURCES MANAGEMENT CORP /CT/ /ADV's position in U.S. 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 Q2

USB/PRA was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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 Q3 to 2026 Q2

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 RESOURCES MANAGEMENT CORP /CT/ /ADV held USB/PRA — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 315 — 0% 0.03% $242K 2026-08-14 —
2026 Q1 UNCHANGED — — — 315 — 0% 0.03% $236 2026-05-15 —
2025 Q4 UNCHANGED — — — 315 — 0% 0.03% $241K 2026-02-13 —
2025 Q2 UNCHANGED — — — 315 — 0% 0.04% $260K 2025-08-15 —
2024 Q4 UNCHANGED — — — 315 — 0% 0.04% $269K 2025-02-14 —
2024 Q3 UNCHANGED — — — 315 — 0% 0.04% $267K 2024-11-15 —
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USB/PRA

As of 2026 Q2 — sorted by position size

PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 0.0%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and USB/PRA

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

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning USB/PRA?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported USB/PRA across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported USB/PRA position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for USB/PRA was 0.04% in 2024 Q4.

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

The most recent filing on this page is 2026 Q2, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 315 shares, equal to 0.03% of portfolio, with an estimated market value of $242K.

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

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV's quarterly USB/PRA 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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