U.S. Bancorp shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 5.5k | 47.72 |
| 2025-06-30 | $417k | 8.8k | 47.66 |
| 2025-03-31 | $453k | 12k | 37.86 |
| 2024-12-31 | $559k | 12k | 47.38 |
| 2024-09-30 | $593k | 12k | 49.21 |
| 2024-06-30 | $482k | 12k | 40.80 |
| 2024-03-31 | $471k | 12k | 41.00 |
| 2023-12-31 | $417k | 10k | 40.15 |
| 2023-09-30 | $378k | 12k | 32.75 |
| 2023-06-30 | $372k | 11k | 33.04 |
| 2023-03-31 | $366k | 11k | 32.94 |
| 2022-12-31 | $576k | 12k | 49.09 |
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