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U.S. Bancorp shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in U.S. Bancorp by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 99k 45.73
2024-06-30 $3.2M 81k 39.70
2024-03-31 $2.8M 64k 44.70
2023-12-31 $2.6M 60k 43.28
2023-09-30 $2.3M 70k 33.06
2023-06-30 $2.4M 1.5M 1.60
2023-03-31 $573k 1.4k 395.76
2022-12-31 $3.0M 69k 43.61
2022-09-30 $3.9M 97k 40.32
2022-06-30 $4.8M 105k 46.02
2022-03-31 $5.3M 100k 53.15
2021-12-31 $1.5M 27k 56.16
2021-09-30 $1.6M 21k 73.16
2021-06-30 $1.5M 26k 56.97
2021-03-31 $1.3M 24k 55.29
2020-12-31 $955k 21k 46.57
2020-09-30 $734k 21k 35.85
2020-06-30 $730k 20k 36.82
2020-03-31 $722k 21k 34.45
2019-12-31 $1.2M 20k 59.28
2019-09-30 $1.1M 20k 55.35
2019-06-30 $1.0M 19k 52.39
2019-03-31 $583k 12k 48.18
2018-12-31 $549k 12k 45.70
2018-09-30 $750k 14k 52.79
2018-06-30 $684k 14k 50.00
2018-03-31 $689k 14k 50.53
2017-12-31 $604k 11k 53.59
2017-09-30 $593k 11k 53.60
2017-06-30 $592k 11k 51.88
2017-03-31 $723k 14k 51.49
2016-12-31 $639k 12k 51.40
2016-09-30 $530k 12k 42.87
2016-06-30 $573k 14k 40.36
2016-03-31 $604k 15k 40.56
2015-12-31 $368k 8.6k 42.63
2015-09-30 $328k 8.0k 41.07
2015-06-30 $347k 8.0k 43.40
2015-03-31 $349k 8.0k 43.67
2014-12-31 $212k 4.7k 45.03

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth 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