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Allied Investment Advisors, LLC → USB
Allied Investment Advisors, LLC USB Position History
U.S. Bancorp • Financial Services
Quarters held
5
Latest value
$16.3M
Q3 2026
Peak value
$16.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.5M |
| Q4 2025 | $14.3M |
| Q1 2026 | $14.2M |
| Q2 2026 | $16.9M |
| Q3 2026 | $16.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.3M | 281.6K | — | — |
| Q2 2026 | $16.9M | 279.2K | — | — |
| Q1 2026 | $14.2M | 272.4K | — | — |
| Q4 2025 | $14.3M | 268.2K | — | — |
| Q3 2025 | $12.5M | 259.6K | — | — |
Other funds holding USB
$6.2B
$6.1B
$5.6B
$4.5B
$4.5B
$3.8B
$3.6B
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF