U.S. Bancorp shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 33k | 48.33 |
| 2025-06-30 | $1.4M | 31k | 45.25 |
| 2025-03-31 | $1.3M | 32k | 42.22 |
| 2024-12-31 | $1.5M | 32k | 47.83 |
| 2024-09-30 | $1.5M | 32k | 45.73 |
| 2024-06-30 | $1.3M | 32k | 39.70 |
| 2024-03-31 | $1.5M | 34k | 44.70 |
| 2023-12-31 | $1.5M | 34k | 43.28 |
| 2023-09-30 | $1.7M | 52k | 33.06 |
| 2023-06-30 | $1.7M | 50k | 33.04 |
| 2023-03-31 | $1.8M | 49k | 36.05 |
| 2022-12-31 | $2.2M | 50k | 43.61 |
| 2022-09-30 | $1.8M | 46k | 40.32 |
| 2022-06-30 | $2.0M | 44k | 46.03 |
| 2022-03-31 | $2.4M | 45k | 53.15 |
| 2021-12-31 | $2.5M | 45k | 56.17 |
| 2021-09-30 | $2.7M | 45k | 59.43 |
| 2021-06-30 | $2.5M | 44k | 56.96 |
| 2021-03-31 | $2.4M | 44k | 55.32 |
| 2020-12-31 | $2.0M | 42k | 46.57 |
| 2020-09-30 | $2.0M | 56k | 35.84 |
| 2020-06-30 | $2.0M | 53k | 36.81 |
| 2020-03-31 | $1.9M | 52k | 36.51 |
| 2019-12-31 | $3.0M | 50k | 59.28 |
| 2019-09-30 | $2.8M | 50k | 55.33 |
| 2019-06-30 | $2.6M | 50k | 52.39 |
| 2019-03-31 | $2.4M | 50k | 48.19 |
| 2018-12-31 | $2.3M | 49k | 45.71 |
| 2018-09-30 | $2.6M | 49k | 52.80 |
| 2018-06-30 | $2.6M | 52k | 50.90 |
| 2018-03-31 | $2.7M | 53k | 51.07 |
| 2017-12-31 | $2.8M | 53k | 53.57 |