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Jefferies Group’s USB Holdings & Trades

First Buy
Q2 2023
Duration Held
9 Quarters
Largest Add
Q4 2024
+893,286 Shares
Current Position
169,955 Shares
$9.07 M Value

Jefferies Group's USB Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 169,955 shares of U.S. Bancorp (USB) worth $9.07 M, representing 0.05% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 9 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in USB, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 893,286 shares. Largest reduction occurred in Q1 2025, reducing 596,785 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's US Ban (USB) Holding Value Over Time

Track share changes against reported price movement

Quarterly US Ban (USB) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +126,298 Add 289.30% 169,955 $53.36
Q3 2025 +28,407 Add 186.28% 43,657 $48.33
Q2 2025 -291,587 Reduce 95.03% 15,250 $45.25
Q1 2025 -596,785 Reduce 66.04% 306,837 $42.22
Q4 2024 +893,286 Add 8642.47% 903,622 $47.83
Q3 2024 -8,844 Reduce 46.11% 10,336 $45.73
Q2 2024 +19,180 New Buy 19,180 $39.70
Q3 2023 -15,900 Sold Out 0 $0.00
Q2 2023 +15,900 New Buy 15,900 $33.04

Jefferies Group's US Ban Investment FAQs

Jefferies Group first purchased U.S. Bancorp (USB) in Q2 2023, acquiring 15,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held U.S. Bancorp (USB) for 9 quarters since Q2 2023.

Jefferies Group's largest addition to U.S. Bancorp (USB) was in Q4 2024, adding 903,622 shares worth $43.22 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 169,955 shares of U.S. Bancorp (USB), valued at approximately $9.07 M.

As of the Q4 2025 filing, U.S. Bancorp (USB) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in U.S. Bancorp (USB) was 903,622 shares, as reported at the end of Q4 2024.