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U.S. Bancorp shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in U.S. Bancorp by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $832k 19k 43.28
2023-09-30 $627k 19k 33.06
2023-06-30 $626k 19k 33.04
2023-03-31 $684k 19k 36.05
2022-12-31 $827k 19k 43.61

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

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