U.S. Bancorp shares owned by Forum Financial Management
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in U.S. Bancorp
Tip: Access up to 7 years of quarterly data
All positions including U.S. Bancorp held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in U.S. Bancorp by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 28k | 48.33 |
| 2025-06-30 | $1.2M | 26k | 45.25 |
| 2025-03-31 | $1.1M | 25k | 42.22 |
| 2024-12-31 | $1.2M | 25k | 47.83 |
| 2024-09-30 | $565k | 12k | 45.73 |
| 2024-06-30 | $421k | 11k | 39.70 |
| 2024-03-31 | $473k | 11k | 44.70 |
| 2023-12-31 | $482k | 11k | 43.28 |
| 2023-09-30 | $592k | 18k | 33.06 |
| 2023-06-30 | $587k | 18k | 33.04 |
| 2023-03-31 | $679k | 19k | 36.05 |
| 2022-12-31 | $849k | 20k | 43.61 |
| 2022-09-30 | $735k | 18k | 40.29 |
| 2022-06-30 | $548k | 12k | 46.03 |
| 2022-03-31 | $1.0M | 20k | 53.14 |
| 2021-12-31 | $858k | 15k | 56.18 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management