U.S. Bancorp shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in U.S. Bancorp
Tip: Access up to 7 years of quarterly data
All positions including U.S. Bancorp held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in U.S. Bancorp by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 36k | 48.33 |
| 2025-06-30 | $1.3M | 29k | 45.25 |
| 2025-03-31 | $878k | 21k | 42.22 |