SEC 13F Intelligence

Mosaic Financial Group, LLC / USB

Mosaic Financial Group, LLC’s US Bancorp Position

Does Mosaic Financial Group, LLC own US Bancorp (USB)? Not currently — the last reported position was 35.9K shares worth $1M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q2 2024
Shares
35.9K
% of Portfolio
+1.02%
Quarters Held
2
position exited

Position History USB

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $1MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202435.9K$1M+1.02%
Q1 202435.9K$2M+1.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mosaic Financial Group, LLC’s full portfolio or all institutional holders of USB.