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U.S. Bancorp shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth Management investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $297k 7.6k 39.24
2024-03-31 $342k 7.6k 44.70
2023-12-31 $400k 9.3k 43.28
2023-09-30 $305k 9.6k 31.86
2023-06-30 $1.3M 39k 33.04
2023-03-31 $1.5M 42k 36.05
2022-12-31 $3.3M 77k 43.61
2022-09-30 $3.7M 91k 40.32
2022-06-30 $6.8M 148k 46.02
2022-03-31 $7.9M 149k 53.15
2021-12-31 $8.3M 149k 56.17
2021-09-30 $8.8M 149k 59.44
2021-06-30 $8.5M 148k 56.97
2021-03-31 $8.2M 149k 55.31
2020-12-31 $6.7M 144k 46.59
2020-09-30 $5.2M 144k 35.85
2020-06-30 $5.3M 144k 36.82
2020-03-31 $4.9M 142k 34.45
2019-12-31 $9.1M 154k 59.29
2019-09-30 $8.8M 155k 57.02
2019-06-30 $5.7M 108k 52.40
2019-03-31 $5.2M 108k 48.19
2018-12-31 $4.3M 94k 45.70

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

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