Aventura Private Wealth »

U.S. Bancorp shares owned by Aventura Private Wealth

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

Historical chart of Aventura Private Wealth investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in U.S. Bancorp by Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $507k 9.5k 53.36
2025-09-30 $479k 9.9k 48.33
2025-06-30 $477k 11k 45.25
2025-03-31 $475k 11k 42.22
2024-12-31 $548k 11k 47.83

More positions owned by Aventura Private Wealth

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)
Neos S&p 500 High Income Etf Etf (SPYI)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Vanguard S&p 500 Etf Etf (VOO)
Mastercard Incorporated Cl A Stock (MA)
Eli Lilly & Co Stock (LLY)
Netflix Stock (NFLX)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Booking Holdings Stock (BKNG)
Exxon Mobil Corp Stock (XOM)

View all positions for Aventura Private Wealth

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
Geode Capital Management
Reed Conner & Birdwell
Davis Selected Advisers
Royal Bank of Canada
Grantham, Mayo, Van Otterloo & Co
Northern Trust
Invesco
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding U.S. Bancorp