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U.S. Bancorp shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in U.S. Bancorp by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $230k 4.3k 53.36

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Intergy Private Wealth

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
Geode Capital Management
Norges Bank Investment Management
Davis Selected Advisers
Reed Conner & Birdwell
Grantham, Mayo, Van Otterloo & Co
Royal Bank of Canada
Invesco
Northern Trust
Goldman Sachs Group

View all funds holding U.S. Bancorp