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U.S. Bancorp shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 63k 43.28
2022-12-31 $3.6M 83k 43.61
2022-09-30 $3.3M 82k 40.32

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Ishares Msci Eafe Value Etf Etf (EFV)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Microsoft Corp Stock (MSFT)
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Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Ishares Mbs Etf Etf (MBB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

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