ClearBridge Investments’s Jefferson Capital JCAP Stock Holding History

ClearBridge Investments’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	$6.4M	Sell	328,800 -1,592	-0.5%	-$29.7K	0.01%	549
2026 Q1	$6.35M	Buy	330,392 +93,449	+39%	+$1.98M	0.01%	534
2025 Q4	$5.29M	Sell	236,943 -20,598	-8%	-$416K	﹤0.01%	573
2025 Q3	$4.45M	Buy	257,541 +6,151	+2%	+$109K	﹤0.01%	601
2025 Q2	$4.64M	Buy	+251,390	New	+$4.69M	﹤0.01%	574

Other funds holding JCAP

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

ClearBridge Investments's JCAP Position: Q2 2026 in Review

ClearBridge Investments reduced its Jefferson Capital (JCAP) stake by 0.48% in Q2 2026, selling an estimated $29.7K and leaving 328,800 shares worth $6.4M. The position accounts for 0.01% of the portfolio, ranked #549.

ClearBridge Investments first reported a position in JCAP in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

ClearBridge Investments held 328,800 shares of Jefferson Capital worth $6.4M as of Q2 2026.
ClearBridge Investments sold 1,592 Jefferson Capital shares in Q2 2026, an estimated $29.7K.
Jefferson Capital made up 0.01% of ClearBridge Investments's portfolio in Q2 2026, its #549 holding.
ClearBridge Investments first reported a position in Jefferson Capital in Q2 2025 and has held it in 5 quarters since.
112 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.