Portfolio changes · featured 13Fs

Activity

Moves in USB across featured managers — New / Exit / Add / Reduce.

6 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

USB · reduce · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
USB	Reduce	Hillman Capital Management	−0.09%	−21.5% sh	Q1→Q2
USB	Reduce	Mairs & Power	−0.01%	−6.7% sh	Q1→Q2
11 Aug 1
USB	Reduce	Christopher Davis - Davis Selected Advisers	+0.25%	−3.5% sh	Q1→Q2
21 Apr 1
USB	Reduce	Robert Olstein - Olstein Capital Management	−0.10%	−10.6% sh	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home