SEC 13F Intelligence

American Trust Investment Advisors, LLC / USB

American Trust Investment Advisors, LLC’s US Bancorp Position

Does American Trust Investment Advisors, LLC own US Bancorp (USB)? Not currently — the last reported position was 94.4K shares worth $3M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2023
Shares
94.4K
% of Portfolio
+1.72%
Quarters Held
4
position exited

Position History USB

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202394.4K$3M+1.72%
Q2 202390.5K$3M+1.68%
Q1 201941.7K$2M+1.55%
Q4 201844.5K$2M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of USB.