USB — US BANCORP DEL COM NEW

Ownership history in SOA Wealth Advisors, LLC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which SOA Wealth Advisors, LLC. reported a position in US BANCORP DEL COM NEW (USB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 241 +143 +145.9% 0.00% $12K $47.87
2022 Q1 UNCHANGED 98 — 0% 0.00% $5K $44.60
2021 Q4 UNCHANGED 98 — 0% 0.00% $5K $46.75
2021 Q3 INITIATED 98 — — 0.00% $5K $49.07
% of Fund (quarterly)    USB price (monthly, adj. close)

Other funds also holding USB

As of 2025 Q4 — sorted by position size

MUFG Bank, Ltd. 3Y 7Y 74.37% Black Cypress Capital Management, LLC 12.82% REIK & CO., LLC 3Y 7Y 7.52% DAVIS SELECTED ADVISERS 3Y 7Y 5.29% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 4.76% Teza Capital Management LLC 3Y 7Y 4.62% COERENTE CAPITAL MANAGEMENT 3Y 4.18% Heritage Wealth Management, Inc. 4.12% BAYBAN 3.78% R.H. Investment Group, LLC 3.69%
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