Position in HOPE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,344,902
+$1,779,310 QoQ
Shares Held
171,411
+238.5% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#54
of 258 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in HOPE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $589,894,661 across 67 Banks - Regional names. HOPE ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
10,819,790 | $144,552,394 | |
| 2 | BPOP |
Popular, Inc.
|
806,838 | $132,466,662 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
269,564 | $41,653,029 | |
| 4 | BKU |
BankUnited, Inc.
|
635,888 | $30,808,773 | |
| 5 | FBP |
First Bancorp /Pr/
|
1,170,379 | $30,511,780 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
|
263,636 | $27,223,053 | |
| 7 | WAL |
Western Alliance Bancorporation
|
283,685 | $23,318,907 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
284,068 | $19,654,664 |
All Filings in HOPE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,344,902 | 171,411 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $565,592 | 50,635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,514,946 | 138,225 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,898,944 | 176,318 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,380,568 | 221,861 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,311,807 | 220,803 | Shares | Sole | 2025-05-15 | |
| 2021-06-30 | $562,988 | 39,703 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $610,502 | 40,538 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $573,135 | 52,533 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $394,482 | 51,974 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||