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U.S. Bancorp shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in U.S. Bancorp by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-09-30 $671k 20k 33.04
2023-06-30 $793k 24k 33.05

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
FMR
Charles Schwab Investment Management
Geode Capital Management
Bank of America Corporation
Reed Conner & Birdwell
Viking Global Investors
Royal Bank of Canada
Northern Trust
T. Rowe Price Associates
Morgan Stanley
Davis Selected Advisers

View all funds holding U.S. Bancorp