HF
JCAP

HRT Financial’s Jefferson Capital JCAP Stock Holding History

HRT 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
Q1 		– Sell
-32,352
Closed -$722K – 5035
2025
Q4 		$722K Buy
+32,352
New +$654K ﹤0.01% 1902
2025
Q3 		– Sell
-38,653
Closed -$713K – 3927
2025
Q2 		$713K Buy
+38,653
New +$721K ﹤0.01% 1431

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

HRT Financial's JCAP Position: Q1 2026 in Review

HRT Financial sold out of Jefferson Capital (JCAP) in Q1 2026, closing a stake of 32,352 shares — an estimated $722K sold.

HRT Financial first reported a position in JCAP in Q2 2025 and held it in 2 quarters. The position peaked at $722K in Q4 2025. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • HRT Financial reported no remaining Jefferson Capital position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 32,352 Jefferson Capital shares in Q1 2026, an estimated $722K.
  • HRT Financial first reported a position in Jefferson Capital in Q2 2025 and held it in 2 quarters.
  • HRT Financial's Jefferson Capital position peaked at $722K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.