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U.S. Bancorp shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in U.S. Bancorp by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $659k 11k 60.40
2024-06-30 $243k 6.1k 39.70
2021-12-31 $65k 1.2k 55.99

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding U.S. Bancorp

BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
FMR
Bank of Tokyo-Mitsubishi UFJ
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
T. Rowe Price Associates
Davis Selected Advisers
Norges Bank Investment Management
Invesco
Reed Conner & Birdwell
Northern Trust

View all funds holding U.S. Bancorp