U.S. Bancorp shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 5.0k | 48.33 |
| 2025-06-30 | $228k | 5.0k | 45.25 |
| 2025-03-31 | $212k | 5.0k | 42.22 |
| 2024-12-31 | $246k | 5.1k | 47.83 |
| 2024-09-30 | $214k | 4.7k | 45.73 |
| 2022-06-30 | $203k | 4.4k | 46.08 |
| 2022-03-31 | $243k | 4.6k | 53.25 |
| 2021-12-31 | $258k | 4.6k | 56.12 |
| 2021-09-30 | $285k | 4.8k | 59.26 |
| 2021-06-30 | $293k | 5.2k | 56.86 |
| 2021-03-31 | $312k | 5.2k | 60.55 |
| 2020-12-31 | $231k | 5.0k | 46.62 |