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U.S. Bancorp shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Dynasty 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $385k 8.5k 45.25
2025-03-31 $393k 9.3k 42.22
2024-12-31 $431k 9.0k 47.83
2024-09-30 $306k 6.7k 45.73
2024-06-30 $272k 6.8k 39.70
2024-03-31 $292k 6.5k 44.70

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Dynasty Wealth Management

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