Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s US Bancorp USB Stock Holding History

Jacobs Levy Equity Management’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,446
Closed -$344K – 1070
2025
Q4 		$344K Buy
+6,446
New +$317K ﹤0.01% 848
2024
Q4 		– Sell
-19,036
Closed -$871K – 1047
2024
Q3 		$871K Buy
19,036
+13,849
+267% +$607K ﹤0.01% 749
2024
Q2 		$206K Buy
+5,187
New +$212K ﹤0.01% 920
2020
Q4 		– Sell
-7,927
Closed -$284K – 1099
2020
Q3 		$284K Sell
7,927
-3,070
-28% -$112K ﹤0.01% 900
2020
Q2 		$405K Sell
10,997
-16,642
-60% -$593K ﹤0.01% 827
2020
Q1 		$952K Buy
27,639
+4,269
+18% +$206K 0.01% 631
2019
Q4 		$1.39M Sell
23,370
-32,900
-58% -$1.9M 0.01% 620
2019
Q3 		$3.11M Buy
56,270
+50,400
+859% +$2.72M 0.04% 422
2019
Q2 		$308K Buy
5,870
+280
+5% +$14.4K ﹤0.01% 809
2019
Q1 		$269K Sell
5,590
-1,400
-20% -$70.2K ﹤0.01% 853
2018
Q4 		$319K Sell
6,990
-1,110
-14% -$57.1K 0.01% 803
2018
Q3 		$428K Sell
8,100
-12,950
-62% -$686K 0.01% 810
2018
Q2 		$1.05M Sell
21,050
-31,400
-60% -$1.59M 0.02% 655
2018
Q1 		$2.65M Buy
+52,450
New +$2.87M 0.04% 408
2017
Q4 		– Sell
-4,280
Closed -$229K – 1074
2017
Q3 		$229K Sell
4,280
-23,100
-84% -$1.21M ﹤0.01% 835
2017
Q2 		$1.42M Buy
+27,380
New +$1.41M 0.03% 507
2016
Q1 		– Sell
-271,330
Closed -$11.6M – 1184
2015
Q4 		$11.6M Buy
271,330
+140,720
+108% +$6.01M 0.23% 132
2015
Q3 		$5.36M Buy
130,610
+11,180
+9% +$484K 0.11% 206
2015
Q2 		$5.18M Buy
119,430
+65,480
+121% +$2.86M 0.1% 218
2015
Q1 		$2.36M Buy
+53,950
New +$2.36M 0.04% 346

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jacobs Levy Equity Management's USB Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of US Bancorp (USB) in Q1 2026, closing a stake of 6,446 shares — an estimated $344K sold.

Jacobs Levy Equity Management first reported a position in USB in Q1 2015 and held it in 20 quarters. The position peaked at $11.6M in Q4 2015. 1,977 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 6,446 US Bancorp shares in Q1 2026, an estimated $344K.
  • Jacobs Levy Equity Management first reported a position in US Bancorp in Q1 2015 and held it in 20 quarters.
  • Jacobs Levy Equity Management's US Bancorp position peaked at $11.6M in Q4 2015.
  • 1,977 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.