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U.S. Bancorp shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in U.S. Bancorp

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All positions including U.S. Bancorp held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 53k 45.73
2024-06-30 $2.0M 50k 39.70
2024-03-31 $1.3M 26k 48.32
2023-12-31 $1.3M 29k 43.25
2019-06-30 $448k 327k 1.37