JFG
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Jefferies Financial Group’s US Bancorp USB Stock Holding History

Jefferies Financial Group’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 		$1.04M Buy
+20,000
New +$1.1M 0.01% 912
2025
Q2 		– Sell
-79,000
Closed -$3.34M – 1823
2025
Q1 		$3.34M Buy
79,000
+66,500
+532% +$3.07M 0.03% 418
2024
Q4 		$598K Buy
+12,500
New +$615K ﹤0.01% 1061

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Financial Group's USB Position: Q1 2026 in Review

Jefferies Financial Group reduced its US Bancorp (USB) stake by 20% in Q1 2026, selling an estimated $1.9M and leaving 135,362 shares worth $7.04M. The position accounts for 0.05% of the portfolio, ranked #268.

Jefferies Financial Group first reported a position in USB in Q2 2023 and has held it in 9 quarters since. The position peaked at $43.2M in Q4 2024. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Jefferies Financial Group held 135,362 shares of US Bancorp worth $7.04M as of Q1 2026.
  • Jefferies Financial Group sold 34,593 US Bancorp shares in Q1 2026, an estimated $1.9M.
  • US Bancorp made up 0.05% of Jefferies Financial Group's portfolio in Q1 2026, its #268 holding.
  • Jefferies Financial Group first reported a position in US Bancorp in Q2 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's US Bancorp position peaked at $43.2M in Q4 2024.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.