Charles Schwab
JCAP

Charles Schwab’s Jefferson Capital JCAP Stock Holding History

Charles Schwab’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 		$2.94M Buy
152,999
+75,187
+97% +$1.59M ﹤0.01% 2605
2025
Q4 		$1.74M Sell
77,812
-9,292
-11% -$188K ﹤0.01% 2785
2025
Q3 		$1.5M Buy
+87,104
New +$1.55M ﹤0.01% 2825

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

Charles Schwab's JCAP Position: Q1 2026 in Review

Charles Schwab increased its Jefferson Capital (JCAP) stake by 97% in Q1 2026, buying an estimated $1.59M and bringing the position to 152,999 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Charles Schwab first reported a position in JCAP in Q3 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • Charles Schwab held 152,999 shares of Jefferson Capital worth $2.94M as of Q1 2026.
  • Charles Schwab bought 75,187 Jefferson Capital shares in Q1 2026, an estimated $1.59M.
  • Jefferson Capital made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2605 holding.
  • Charles Schwab first reported a position in Jefferson Capital in Q3 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.