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U.S. Bancorp shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in U.S. Bancorp by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $43k 882 48.33
2025-06-30 $63k 1.4k 45.25
2025-03-31 $37k 882 42.22
2024-12-31 $42k 882 47.23
2024-09-30 $45k 882 51.17

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

Top funds holding U.S. Bancorp

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

View all funds holding U.S. Bancorp