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Allied Investment Advisors, LLC

Position in USB — US Bancorp \De\

CIK 1729869 BILLINGS, MT

Position in USB

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$16,865,612
+$2,695,644 QoQ
Shares Held
279,232
+2.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
#39
of 640 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in USB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Allied Investment Advisors, LLC holds $19,079,724 across 4 Banks - Regional names. USB ranks #1 (88.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp \De\
This page
279,232 $16,865,612

All Filings in USB

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,865,612 279,232
2026-03-31 $14,169,968 272,447
2025-12-31 $14,308,964 268,159
2025-09-30 $12,544,583 259,561
2025-06-30 $11,279,286 249,266
2025-03-31 $9,920,222 234,965
2024-12-31 $10,714,493 224,012
2024-09-30 $10,345,177 226,223
2024-06-30 $8,932,936 225,011
2024-03-31 $9,955,896 222,727
2023-12-31 $9,145,064 211,300
2023-09-30 $7,004,521 211,873
2023-06-30 $6,828,409 206,671
2023-03-31 $5,890,497 163,398
2022-12-31 $6,755,363 154,904
2022-09-30 $5,900,388 146,339
2022-06-30 $6,326,231 137,467
2022-03-31 $7,015,959 132,003
2021-12-31 $6,858,244 122,098
2021-09-30 $7,063,492 118,834
2021-06-30 $6,694,088 117,502
2021-03-31 $6,324,809 114,352
2020-12-31 $5,042,901 108,240
2020-09-30 $3,729,403 104,028
2020-06-30 $3,783,696 102,762
2020-03-31 $3,157,687 91,660