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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

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Quarterly 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