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U.S. Bancorp shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 107k 43.28
2023-09-30 $3.5M 105k 33.06
2023-06-30 $3.3M 100k 33.04
2023-03-31 $3.8M 107k 36.05
2022-12-31 $2.6B 60M 43.61
2022-09-30 $1.9M 46k 40.32
2022-06-30 $2.2M 48k 46.02
2022-03-31 $1.5M 29k 53.15
2021-12-31 $1.6M 28k 56.17
2021-09-30 $1.3M 22k 59.44
2021-06-30 $1.3M 22k 56.97
2021-03-31 $1.1M 21k 55.31
2020-12-31 $607k 13k 46.59
2020-09-30 $427k 12k 35.85
2020-06-30 $482k 13k 36.82
2020-03-31 $504k 15k 34.45
2019-12-31 $919k 16k 59.29
2019-09-30 $905k 16k 55.34
2019-06-30 $752k 3.1k 246.40
2019-03-31 $960k 20k 48.19
2018-12-31 $924k 20k 45.70
2018-09-30 $814k 15k 52.84
2018-06-30 $617k 12k 50.02
2018-03-31 $513k 10k 50.55
2017-12-31 $538k 10k 53.54
2017-09-30 $548k 10k 53.55
2017-06-30 $531k 10k 51.96
2017-03-31 $496k 9.6k 51.49
2016-12-31 $550k 11k 51.37
2016-09-30 $436k 10k 42.90
2016-06-30 $803k 20k 40.32
2016-03-31 $808k 20k 40.57
2015-12-31 $910k 21k 42.68
2015-09-30 $465k 11k 40.98
2015-06-30 $368k 8.5k 43.42
2015-03-31 $370k 8.5k 43.66
2014-12-31 $381k 8.5k 44.96
2014-09-30 $375k 9.0k 41.78
2014-06-30 $410k 9.5k 43.27
2014-03-31 $406k 9.5k 42.85
2013-12-31 $423k 11k 40.38
2013-09-30 $480k 13k 36.57
2013-06-30 $415k 12k 36.17
2013-03-31 $406k 12k 33.90
2012-12-31 $382k 12k 31.90
2012-09-30 $267k 7.8k 34.27
2012-06-30 $267k 8.3k 32.20
2012-03-31 $263k 8.3k 31.72
2011-12-31 $224k 8.3k 27.02
2011-09-30 $216k 9.2k 23.56
2011-06-30 $264k 10k 26.48
2011-03-31 $264k 10k 26.48
2010-12-31 $870k 10k 86.14

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

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