U.S. Bancorp shares owned by West Financial Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $180k | 3.7k | 48.33 |
| 2025-06-30 | $169k | 3.7k | 45.25 |
| 2025-03-31 | $157k | 3.7k | 42.22 |
| 2024-12-31 | $207k | 4.3k | 47.83 |
| 2022-03-31 | $8.0k | 148 | 54.05 |
| 2021-12-31 | $6.0k | 108 | 55.56 |
| 2020-12-31 | $1.0k | 19 | 52.63 |