USB β€” US BANCORP COM

Ownership history in Weitzel Financial Services, Inc.  Β·  17 quarters on record

AI Ownership Summary

Weitzel Financial Services, Inc. reported US BANCORP COM (USB) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.3% in 2023 Q4. The latest visible filing shows USB at 0.48% 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 Weitzel Financial Services, Inc.'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
2025 Q4

USB was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Weitzel Financial Services, Inc. held USB β€” position size vs. price
% of Fund (quarterly)    USB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 22,909 β€” 0% 0.48% $1.2M 2026-02-14 (Est.) $57.69
2025 Q3 REDUCED 22,909 -70 -0.3% 0.43% $1.1M 2025-10-14 $46.64
2025 Q2 UNCHANGED 22,979 β€” 0% 0.43% $1.0M 2025-08-12 $44.85
2025 Q1 UNCHANGED 22,979 β€” 0% 0.43% $891K 2025-05-15 $43.21
2024 Q4 REDUCED 22,979 -32,037 -58.2% 0.52% $1.1M 2025-02-14 $45.73
2024 Q3 UNCHANGED 55,016 β€” 0% 1.15% $2.5M 2024-10-31 $45.79
2024 Q2 UNCHANGED 55,016 β€” 0% 1.08% $2.2M 2024-08-06 $39.06
2024 Q1 UNCHANGED 55,016 β€” 0% 1.22% $2.4M 2024-04-10 $38.91
2023 Q4 UNCHANGED 55,016 β€” 0% 1.30% $2.4M 2024-02-14 $37.07
2023 Q3 UNCHANGED 55,016 β€” 0% 1.01% $1.7M 2023-11-09 $30.69
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Weitzel Financial Services, Inc. and USB

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

How long has Weitzel Financial Services, Inc. reported owning USB?

Weitzel Financial Services, Inc. reported USB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported USB position in Weitzel Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for USB was 1.30% in 2023 Q4.

What is the latest reported USB position on this page?

The most recent filing on this page is 2025 Q4, when Weitzel Financial Services, Inc. reported 22,909 shares, equal to 0.48% of portfolio, with an estimated market value of $1.2M.

What does the chart on this USB ownership page compare?

The chart compares Weitzel Financial Services, Inc.'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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