SEC 13F Intelligence

Exeter Financial, LLC / USB

Exeter Financial, LLC’s US Bancorp Position

Does Exeter Financial, LLC own US Bancorp (USB)? Yes70.6K shares worth $4M (+1.50% of its 13F portfolio) as of Q1 2026, down from 71.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
70.6K
% of Portfolio
+1.50%
Quarters Held
30
currently held

Position History USB

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $3MQ3 ’24: $4MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.6K$4M+1.50%
Q4 202571.2K$4M+1.62%
Q3 202571.6K$3M+1.49%
Q2 202571.6K$3M+1.44%
Q1 202570.4K$3M+1.33%
Q4 202471.1K$3M+1.56%
Q3 202478.0K$4M+1.58%
Q2 202480.1K$3M+1.52%
Q1 202482.2K$4M+1.63%
Q4 202383.7K$4M+1.76%
Q3 202384.7K$3M+1.48%
Q2 202384.8K$3M+1.53%
Q1 202368.2K$2M+1.22%
Q4 202258.6K$3M+1.33%
Q3 202256.8K$2M+1.33%
Q2 202254.2K$2M+1.39%
Q1 202249.8K$3M+1.43%
Q4 202149.6K$3M+1.67%
Q3 202150.4K$3M+1.79%
Q2 202150.7K$3M+1.69%
Q1 202150.8K$3M+1.77%
Q4 202049.9K$2M+1.61%
Q3 202049.9K$2M+1.40%
Q2 202044.1K$2M+1.35%
Q1 202048.8K$2M+1.58%
Q4 201938.8K$2M+1.78%
Q3 201939.8K$2M+1.75%
Q2 201939.8K$2M+1.74%
Q1 201939.8K$2M+1.66%
Q4 201839.3K$2M+1.69%

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