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U.S. Bancorp shares owned by Northwest Wealth Management

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

Historical chart of Northwest Wealth Management investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in U.S. Bancorp by Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $621k 13k 48.33
2025-06-30 $652k 14k 45.25
2025-03-31 $585k 14k 42.22
2024-12-31 $683k 14k 47.83
2024-09-30 $644k 14k 45.73
2024-06-30 $345k 8.7k 39.70
2024-03-31 $393k 8.8k 44.70
2023-12-31 $387k 8.9k 43.28
2023-09-30 $294k 8.9k 33.06
2023-06-30 $300k 9.1k 33.04
2023-03-31 $321k 8.9k 36.05
2022-12-31 $388k 8.9k 43.61
2022-09-30 $4.5M 112k 40.32
2022-06-30 $5.2M 112k 46.02
2022-03-31 $5.9M 111k 53.15
2021-12-31 $6.2M 110k 56.17
2021-09-30 $6.3M 105k 59.44
2021-06-30 $6.1M 106k 56.97
2021-03-31 $5.8M 105k 55.31
2020-12-31 $4.9M 105k 46.59
2020-09-30 $3.7M 105k 35.85
2020-06-30 $3.9M 105k 36.82
2020-03-31 $3.6M 105k 34.45
2019-12-31 $6.2M 105k 59.29
2019-09-30 $5.8M 105k 55.34
2019-06-30 $5.5M 105k 52.40
2019-03-31 $5.0M 105k 48.19
2018-12-31 $4.8M 105k 45.70
2018-09-30 $5.5M 104k 52.81
2018-06-30 $5.2M 104k 50.02
2018-03-31 $5.3M 105k 50.55
2017-12-31 $5.6M 104k 53.58
2017-06-30 $5.5M 105k 51.92
2017-03-31 $5.4M 105k 51.50
2016-12-31 $5.4M 105k 51.37

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Short Duration F (DFSD)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)

View all positions for Northwest Wealth Management

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