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U.S. Bancorp shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $400k 9.3k 43.28
2023-09-30 $305k 9.6k 31.86
2023-06-30 $1.3M 39k 33.04
2023-03-31 $1.5M 42k 36.05
2022-12-31 $3.3M 77k 43.61
2022-09-30 $3.7M 91k 40.32
2022-06-30 $6.8M 148k 46.02
2022-03-31 $7.9M 149k 53.15
2021-12-31 $8.3M 149k 56.17
2021-09-30 $8.8M 149k 59.44
2021-06-30 $8.5M 148k 56.97
2021-03-31 $8.2M 149k 55.31
2020-12-31 $6.7M 144k 46.59
2020-09-30 $5.2M 144k 35.85
2020-06-30 $5.3M 144k 36.82
2020-03-31 $4.9M 142k 34.45
2019-12-31 $9.1M 154k 59.29
2019-09-30 $8.8M 155k 57.02
2019-06-30 $5.7M 108k 52.40
2019-03-31 $5.2M 108k 48.19
2018-12-31 $4.3M 94k 45.70

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding U.S. Bancorp

Vanguard Group
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
Charles Schwab Investment Management
Bank of America Corporation
Royal Bank of Canada
T. Rowe Price Associates
Norges Bank Investment Management
Davis Selected Advisers
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Legal & General Group
Amundi
Barrow, Hanley, Mewhinney & Strauss
Federated Investors

View all funds holding U.S. Bancorp