SEC 13F Intelligence

Monarch Capital Management Inc / USB

Monarch Capital Management Inc’s US Bancorp Position

Does Monarch Capital Management Inc own US Bancorp (USB)? Yes124.4K shares worth $7M (+1.60% of its 13F portfolio) as of Q1 2026, down from 129.4K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
124.4K
% of Portfolio
+1.60%
Quarters Held
30
currently held

Position History USB

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $5MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $6MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026124.4K$7M+1.60%
Q4 2025129.4K$7M+1.71%
Q3 2025133.5K$6M+1.59%
Q2 2025133.8K$6M+1.64%
Q1 2025130.2K$6M+1.55%
Q4 2024131.3K$6M+1.74%
Q3 2024131.7K$6M+1.63%
Q2 2024131.3K$5M+1.54%
Q1 2024131.2K$6M+1.67%
Q4 2023131.0K$6M+1.73%
Q3 2023133.8K$4M+1.43%
Q2 2023132.5K$4M+1.34%
Q1 2023117.6K$4M+1.31%
Q4 202299.5K$4M+1.34%
Q3 2022105.4K$4M+1.39%
Q2 2022106.8K$5M+1.46%
Q1 2022106.1K$6M+1.49%
Q4 2021104.2K$6M+1.50%
Q3 2021103.2K$6M+1.71%
Q2 2021103.0K$6M+1.68%
Q1 2021103.0K$6M+1.69%
Q4 2020104.1K$5M+1.53%
Q3 2020106.7K$4M+1.33%
Q2 202098.7K$4M+1.33%
Q1 202099.5K$3M+1.40%
Q4 201996.4K$6M+1.86%
Q3 201996.1K$5M+1.86%
Q2 201995.9K$5M+1.80%
Q1 201995.9K$5M+1.68%
Q4 201893.8K$4M+1.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monarch Capital Management Inc’s full portfolio or all institutional holders of USB.