Position in SRCE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,205,507
+$843,262 QoQ
Shares Held
14,777
+182.3% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 205 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in SRCE 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. SRCE ranks #43 (0.2% 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 SRCE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,507 | 14,777 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $362,245 | 5,234 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $288,203 | 4,612 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $632,529 | 10,275 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $702,011 | 11,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $676,451 | 11,310 | Shares | Sole | 2025-05-15 | |
| 2023-09-30 | $471,786 | 11,209 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $471,502 | 11,245 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $666,192 | 15,439 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $993,260 | 18,709 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $913,128 | 19,722 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,075,571 | 23,691 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,129,147 | 24,414 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $676,395 | 13,637 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $533,008 | 11,283 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $532,106 | 11,453 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $558,065 | 11,729 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $208,149 | 5,165 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $526,904 | 14,809 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $742,257 | 22,888 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||