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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall Wace's USB Position: Q2 2026 in Review

Marshall Wace sold out of US Bancorp (USB) in Q2 2026, closing a stake of 1,201,323 shares — an estimated $62.5M sold.

Marshall Wace first reported a position in USB in Q2 2014 and held it in 26 quarters. The position peaked at $477M in Q1 2025. 2,063 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Marshall Wace reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 1,201,323 US Bancorp shares in Q2 2026, an estimated $62.5M.
Marshall Wace first reported a position in US Bancorp in Q2 2014 and held it in 26 quarters.
Marshall Wace's US Bancorp position peaked at $477M in Q1 2025.
2,063 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.