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U.S. Bancorp shares owned by Wealth Forward

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Wealth Forward from 13F filings

Historical chart of Wealth Forward investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in U.S. Bancorp by Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 36k 47.83
2024-09-30 $1.6M 36k 45.73
2024-06-30 $1.4M 36k 39.70
2024-03-31 $1.6M 36k 44.70
2023-12-31 $1.6M 36k 43.28

More positions owned by Wealth Forward

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Ishares Tr Aggres Alloc Etf (AOA)
Us Bancorp Del Com New (USB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Wealth Forward

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
State Street Corporation
FMR
Charles Schwab Investment Management
Bank of Tokyo-Mitsubishi UFJ
Jpmorgan Chase & Co
Viking Global Investors
Geode Capital Management
Reed Conner & Birdwell
Amundi
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada
T. Rowe Price Associates

View all funds holding U.S. Bancorp