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
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 $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bernard Wealth Management's JCAP Position: Q1 2026 in Review

Bernard Wealth Management held its Jefferson Capital (JCAP) position steady in Q1 2026 at 100 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Bernard Wealth Management first reported a position in JCAP in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.23K in Q4 2025. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • Bernard Wealth Management held 100 shares of Jefferson Capital worth $1.92K as of Q1 2026.
  • Bernard Wealth Management left its Jefferson Capital share count unchanged in Q1 2026.
  • Jefferson Capital made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #292 holding.
  • Bernard Wealth Management first reported a position in Jefferson Capital in Q3 2025 and has held it in 3 quarters since.
  • Bernard Wealth Management's Jefferson Capital position peaked at $2.23K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.