Concurrent Investment Advisors »

U.S. Bancorp shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 74k 45.73
2024-06-30 $2.6M 65k 39.70
2024-03-31 $2.3M 52k 44.70
2023-12-31 $2.0M 47k 43.28

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Bank of Tokyo-Mitsubishi UFJ
Jpmorgan Chase & Co
Viking Global Investors
Geode Capital Management
Reed Conner & Birdwell
Amundi
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada
T. Rowe Price Associates

View all funds holding U.S. Bancorp