Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$251,626
+$34,953 QoQ
Shares Held
4,166
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,596
of 2,047 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Jacobsen Capital Management holds $251,626 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
4,166 | $251,626 |
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,626 | 4,166 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $216,673 | 4,166 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $222,297 | 4,166 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $205,015 | 4,242 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||