U.S. Bancorp shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $241k | 4.5k | 53.88 |
| 2025-09-30 | $248k | 5.1k | 48.85 |
| 2025-06-30 | $220k | 4.8k | 45.75 |
| 2025-03-31 | $200k | 4.7k | 42.72 |
| 2024-12-31 | $228k | 4.7k | 48.33 |
| 2024-09-30 | $244k | 5.3k | 46.23 |
| 2024-06-30 | $203k | 5.1k | 40.19 |
| 2024-03-31 | $219k | 4.8k | 45.19 |
| 2023-12-31 | $230k | 5.3k | 43.77 |
| 2023-09-30 | $265k | 7.9k | 33.54 |
| 2023-03-31 | $210k | 5.7k | 36.53 |
| 2022-12-31 | $237k | 5.4k | 44.09 |
| 2022-09-30 | $208k | 5.1k | 40.81 |
| 2022-06-30 | $224k | 4.8k | 46.78 |
| 2022-03-31 | $262k | 4.9k | 53.57 |
| 2021-12-31 | $269k | 4.7k | 56.68 |
| 2021-09-30 | $280k | 4.7k | 59.71 |
| 2021-06-30 | $269k | 4.7k | 57.48 |
| 2021-03-31 | $258k | 4.6k | 55.81 |