SEC 13F Intelligence

Allied Investment Advisors, LLC / USB

Allied Investment Advisors, LLC’s US Bancorp Position

Does Allied Investment Advisors, LLC own US Bancorp (USB)? Yes272.4K shares worth $14M (+2.03% of its 13F portfolio) as of Q1 2026, up from 268.2K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
272.4K
% of Portfolio
+2.03%
Quarters Held
30
currently held

Position History USB

Reported value by quarter
Q4 ’18: $214,000Q4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $9MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ3 ’24: $10MQ4 ’24: $11MQ4 ’24Q1 ’25: $10MQ2 ’25: $11MQ3 ’25: $13MQ4 ’25: $14MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026272.4K$14M+2.03%
Q4 2025268.2K$14M+2.21%
Q3 2025259.6K$13M+2.00%
Q2 2025249.3K$11M+1.97%
Q1 2025235.0K$10M+1.88%
Q4 2024224.0K$11M+2.16%
Q3 2024226.2K$10M+2.05%
Q2 2024225.0K$9M+2.10%
Q1 2024222.7K$10M+2.40%
Q4 2023211.3K$9M+2.49%
Q3 2023211.9K$7M+2.10%
Q2 2023206.7K$7M+1.98%
Q1 2023163.4K$6M+1.83%
Q4 2022154.9K$7M+2.11%
Q3 2022146.3K$6M+2.20%
Q2 2022137.5K$6M+2.27%
Q1 2022132.0K$7M+2.29%
Q4 2021122.1K$7M+2.35%
Q3 2021118.8K$7M+2.67%
Q2 2021117.5K$7M+2.52%
Q1 2021114.4K$6M+2.71%
Q4 2020108.2K$5M+2.42%
Q3 2020104.0K$4M+2.01%
Q2 2020102.8K$4M+2.18%
Q1 202091.7K$3M+2.28%
Q4 201975.9K$4M+2.66%
Q3 201973.8K$4M+2.63%
Q2 201970.8K$4M+2.49%
Q1 201967.1K$3M+2.24%
Q4 20184.7K$214,000+0.18%

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