U.S. Bancorp shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 105k | 47.88 |
| 2025-03-31 | $4.5M | 106k | 42.22 |
| 2024-12-31 | $4.9M | 104k | 46.87 |
| 2024-09-30 | $4.5M | 99k | 45.73 |
| 2022-03-31 | $9.4M | 177k | 53.15 |
| 2021-12-31 | $9.3M | 158k | 58.77 |
| 2021-09-30 | $9.0M | 151k | 59.44 |
| 2021-06-30 | $8.6M | 151k | 56.97 |
| 2021-03-31 | $6.9M | 149k | 46.59 |
| 2020-12-31 | $2.8M | 77k | 35.85 |
| 2020-09-30 | $3.1M | 77k | 39.74 |
| 2020-06-30 | $2.7M | 76k | 35.51 |
| 2019-12-31 | $304k | 5.7k | 53.51 |
| 2019-09-30 | $304k | 5.7k | 53.51 |
| 2019-06-30 | $298k | 5.7k | 52.46 |
| 2019-03-31 | $261k | 5.3k | 49.48 |
| 2018-12-31 | $246k | 5.4k | 45.67 |
| 2018-09-30 | $273k | 5.4k | 50.49 |
| 2018-06-30 | $221k | 4.4k | 50.39 |
| 2018-03-31 | $221k | 4.4k | 50.39 |
| 2017-12-31 | $235k | 4.4k | 53.68 |
| 2017-09-30 | $234k | 4.4k | 53.62 |
| 2017-06-30 | $227k | 4.4k | 52.02 |
| 2017-03-31 | $225k | 4.4k | 51.50 |
| 2016-12-31 | $262k | 5.1k | 51.34 |
| 2016-09-30 | $223k | 5.2k | 42.88 |
| 2016-06-30 | $216k | 5.4k | 40.37 |
| 2016-03-31 | $284k | 7.0k | 40.57 |
| 2015-12-31 | $317k | 7.4k | 42.62 |
| 2015-09-30 | $290k | 7.1k | 40.92 |
| 2015-06-30 | $307k | 7.1k | 43.32 |
| 2015-03-31 | $313k | 7.1k | 44.17 |
| 2014-12-31 | $299k | 6.7k | 44.96 |
More positions owned by Summit Financial Wealth Advisors
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