AF
JCAP

Allworth Financial’s Jefferson Capital JCAP Stock Holding History

Allworth Financial’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78 Sell
4
-4
-50% -$75 ﹤0.01% 5047
2026
Q1 		$154 Buy
8
+6
+300% +$127 ﹤0.01% 4955
2025
Q4 		$45 Buy
+2
New +$40 ﹤0.01% 4850

Other funds holding JCAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Allworth Financial's JCAP Position: Q2 2026 in Review

Allworth Financial reduced its Jefferson Capital (JCAP) stake by 50% in Q2 2026, selling an estimated $75 and leaving 4 shares worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #5047.

Allworth Financial first reported a position in JCAP in Q4 2025 and has held it in 3 quarters since. The position peaked at $154 in Q1 2026. 112 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Allworth Financial held 4 shares of Jefferson Capital worth $78 as of Q2 2026.
  • Allworth Financial sold 4 Jefferson Capital shares in Q2 2026, an estimated $75.
  • Jefferson Capital made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5047 holding.
  • Allworth Financial first reported a position in Jefferson Capital in Q4 2025 and has held it in 3 quarters since.
  • Allworth Financial's Jefferson Capital position peaked at $154 in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.