U.S. Bancorp shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in U.S. Bancorp
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All positions including U.S. Bancorp held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in U.S. Bancorp by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.6M | 60k | 43.28 |
| 2023-09-30 | $2.3M | 70k | 33.06 |
| 2023-06-30 | $2.4M | 1.5M | 1.60 |
| 2023-03-31 | $573k | 1.4k | 395.76 |
| 2022-12-31 | $3.0M | 69k | 43.61 |
| 2022-09-30 | $3.9M | 97k | 40.32 |
| 2022-06-30 | $4.8M | 105k | 46.02 |
| 2022-03-31 | $5.3M | 100k | 53.15 |
| 2021-12-31 | $1.5M | 27k | 56.16 |
| 2021-09-30 | $1.6M | 21k | 73.16 |
| 2021-06-30 | $1.5M | 26k | 56.97 |
| 2021-03-31 | $1.3M | 24k | 55.29 |
| 2020-12-31 | $955k | 21k | 46.57 |
| 2020-09-30 | $734k | 21k | 35.85 |
| 2020-06-30 | $730k | 20k | 36.82 |
| 2020-03-31 | $722k | 21k | 34.45 |
| 2019-12-31 | $1.2M | 20k | 59.28 |
| 2019-09-30 | $1.1M | 20k | 55.35 |
| 2019-06-30 | $1.0M | 19k | 52.39 |
| 2019-03-31 | $583k | 12k | 48.18 |
| 2018-12-31 | $549k | 12k | 45.70 |
| 2018-09-30 | $750k | 14k | 52.79 |
| 2018-06-30 | $684k | 14k | 50.00 |
| 2018-03-31 | $689k | 14k | 50.53 |
| 2017-12-31 | $604k | 11k | 53.59 |
| 2017-09-30 | $593k | 11k | 53.60 |
| 2017-06-30 | $592k | 11k | 51.88 |
| 2017-03-31 | $723k | 14k | 51.49 |
| 2016-12-31 | $639k | 12k | 51.40 |
| 2016-09-30 | $530k | 12k | 42.87 |
| 2016-06-30 | $573k | 14k | 40.36 |
| 2016-03-31 | $604k | 15k | 40.56 |
| 2015-12-31 | $368k | 8.6k | 42.63 |
| 2015-09-30 | $328k | 8.0k | 41.07 |
| 2015-06-30 | $347k | 8.0k | 43.40 |
| 2015-03-31 | $349k | 8.0k | 43.67 |
| 2014-12-31 | $212k | 4.7k | 45.03 |