U.S. Bancorp shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $581k | 11k | 53.36 |
| 2025-09-30 | $493k | 10k | 48.33 |
| 2025-06-30 | $454k | 10k | 45.25 |
| 2025-03-31 | $392k | 9.2k | 42.72 |
| 2024-12-31 | $389k | 8.1k | 47.85 |
| 2024-09-30 | $353k | 7.7k | 45.72 |
| 2024-06-30 | $306k | 7.7k | 39.87 |
| 2024-03-31 | $342k | 7.6k | 45.18 |
| 2023-12-31 | $326k | 7.6k | 42.94 |
| 2023-09-30 | $249k | 7.7k | 32.17 |
| 2023-06-30 | $324k | 9.2k | 35.11 |
| 2023-03-31 | $328k | 7.7k | 42.54 |
| 2022-12-31 | $347k | 7.7k | 45.01 |
| 2022-09-30 | $186k | 4.5k | 41.48 |
| 2022-06-30 | $208k | 4.5k | 46.39 |
| 2022-03-31 | $238k | 4.5k | 53.08 |
| 2021-12-31 | $281k | 5.0k | 56.21 |
| 2021-09-30 | $527k | 8.9k | 59.52 |
| 2021-06-30 | $504k | 8.9k | 56.92 |
| 2021-03-31 | $490k | 8.9k | 55.34 |
| 2020-12-31 | $423k | 9.1k | 46.62 |
| 2020-09-30 | $310k | 8.6k | 35.89 |
| 2020-06-30 | $318k | 8.6k | 36.82 |
| 2020-03-31 | $298k | 8.6k | 34.50 |
| 2019-12-31 | $553k | 9.3k | 59.28 |
| 2019-09-30 | $516k | 9.3k | 55.32 |
| 2019-06-30 | $525k | 10k | 52.41 |
| 2019-03-31 | $416k | 8.6k | 48.16 |
| 2018-12-31 | $395k | 8.6k | 45.73 |