BWM
JCAP

Bernard Wealth Management’s Jefferson Capital JCAP Stock Holding History

Bernard Wealth Management’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 		– Sell
-100
Closed -$1.92K – 375
2026
Q1 		$1.92K Hold
100
– – ﹤0.01% 292
2025
Q4 		$2.23K Hold
100
– – ﹤0.01% 277
2025
Q3 		$1.73K Buy
+100
New +$1.78K ﹤0.01% 277

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

Bernard Wealth Management's JCAP Position: Q2 2026 in Review

Bernard Wealth Management sold out of Jefferson Capital (JCAP) in Q2 2026, closing a stake of 100 shares — an estimated $1.92K sold.

Bernard Wealth Management first reported a position in JCAP in Q3 2025 and held it in 3 quarters. The position peaked at $2.23K in Q4 2025. 113 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Bernard Wealth Management reported no remaining Jefferson Capital position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 100 Jefferson Capital shares in Q2 2026, an estimated $1.92K.
  • Bernard Wealth Management first reported a position in Jefferson Capital in Q3 2025 and held it in 3 quarters.
  • Bernard Wealth Management's Jefferson Capital position peaked at $2.23K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.