Marshall Wace
USB icon

Marshall Wace’s US Bancorp USB Stock Holding History

Marshall Wace’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
2023
Q2 		– Sell
-63,200
Closed -$2.28M – 2989
2023
Q1 		$2.28M Sell
63,200
-22,000
-26% -$980K ﹤0.01% 1384
2022
Q4 		$3.72M Buy
85,200
+6,800
+9% +$291K 0.01% 1374
2022
Q3 		$3.16M Buy
+78,400
New +$3.63M 0.01% 1710

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

Marshall Wace's USB Position: Q1 2026 in Review

Marshall Wace reduced its US Bancorp (USB) stake by 83% in Q1 2026, selling an estimated $320M and leaving 1,201,323 shares worth $62.5M. The position accounts for 0.06% of the portfolio, ranked #286.

Marshall Wace first reported a position in USB in Q2 2014 and has held it in 26 quarters since. The position peaked at $477M in Q1 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Marshall Wace held 1,201,323 shares of US Bancorp worth $62.5M as of Q1 2026.
  • Marshall Wace sold 5,816,335 US Bancorp shares in Q1 2026, an estimated $320M.
  • US Bancorp made up 0.06% of Marshall Wace's portfolio in Q1 2026, its #286 holding.
  • Marshall Wace first reported a position in US Bancorp in Q2 2014 and has held it in 26 quarters since.
  • Marshall Wace's US Bancorp position peaked at $477M in Q1 2025.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.