U.S. Bancorp shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 279k | 48.33 |
| 2025-06-30 | $13M | 279k | 45.25 |
| 2025-03-31 | $12M | 279k | 42.22 |
| 2024-12-31 | $14M | 291k | 47.83 |
| 2024-09-30 | $14M | 296k | 45.73 |
| 2024-06-30 | $12M | 298k | 39.04 |
More positions owned by Heritage Wealth Management
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