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U.S. Bancorp shares owned by Forza Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $456k 10k 44.70
2023-12-31 $441k 10k 43.28
2023-09-30 $336k 10k 33.06
2023-06-30 $366k 11k 33.04
2023-03-31 $441k 12k 36.05
2022-12-31 $629k 14k 43.61

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)

View all positions for Forza Wealth Management

Top funds holding U.S. Bancorp

Vanguard Group
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
Charles Schwab Investment Management
Bank of America Corporation
Royal Bank of Canada
T. Rowe Price Associates
Norges Bank Investment Management
Davis Selected Advisers
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Legal & General Group
Amundi
Barrow, Hanley, Mewhinney & Strauss
Federated Investors

View all funds holding U.S. Bancorp