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U.S. Bancorp shares owned by HB Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8M 156k 43.28
2023-09-30 $4.6M 139k 33.06
2023-06-30 $4.2M 127k 33.04
2023-03-31 $4.3M 121k 36.05
2022-12-31 $4.1M 94k 43.61
2022-09-30 $4.4M 110k 40.32
2022-06-30 $3.8M 83k 46.02
2022-03-31 $3.4M 63k 53.15
2021-12-31 $3.2M 57k 56.17

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB 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
Bank of New York Mellon
Davis Selected Advisers
Hotchkis and Wiley Capital Management
Legal & General Group
Amundi
Barrow, Hanley, Mewhinney & Strauss
Federated Investors

View all funds holding U.S. Bancorp