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U.S. Bancorp shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in U.S. Bancorp by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $276k 5.2k 53.36

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Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
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Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
State Street Corporation
FMR
Bank of Tokyo-Mitsubishi UFJ
Geode Capital Management
Norges Bank Investment Management
Davis Selected Advisers
Reed Conner & Birdwell
Grantham, Mayo, Van Otterloo & Co
Invesco
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
Hotchkis and Wiley Capital Management

View all funds holding U.S. Bancorp