Jefferies Financial Group’s Applied Industrial Technologies AIT Stock Holding History

Jefferies Financial Group’s Portfolio AIT Stock Details AIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$755K	Buy	+2,232	New	+$685K	0.01%	1096
2025 Q3	–	Sell	-4,012	Closed	-$933K	–	1435
2025 Q2	$933K	Buy	+4,012	New	+$913K	0.01%	754
2025 Q1	–	Sell	-1,366	Closed	-$327K	–	1577
2024 Q4	$327K	Buy	+1,366	New	+$341K	﹤0.01%	1239
2019 Q2	–	Sell	-16,844	Closed	-$1M	–	15
2019 Q1	$1M	Sell	16,844 -4,680	-22%	-$271K	0.1%	31
2018 Q4	$1.16M	Buy	21,524 +3,552	+20%	+$232K	0.14%	44
2018 Q3	$1.41M	Sell	17,972 -8	-0%	-$605	0.11%	65
2018 Q2	$1.26M	Sell	17,980 -630	-3%	-$44.7K	0.1%	58
2018 Q1	$1.36M	Buy	18,610 +13,279	+249%	+$952K	0.1%	58
2017 Q4	$363K	Sell	5,331 -808	-13%	-$51.4K	0.03%	80
2017 Q3	$404K	Buy	+6,139	New	+$356K	0.03%	49

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Jefferies Financial Group's AIT Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 2,232 shares worth $755K. The stake represents 0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in AIT as recently as Q2 2025.

Jefferies Financial Group first reported a position in AIT in Q3 2017 and has held it in 10 quarters since. The position peaked at $1.41M in Q3 2018. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Jefferies Financial Group held 2,232 shares of Applied Industrial Technologies worth $755K as of Q2 2026.
Applied Industrial Technologies was a new Jefferies Financial Group position in Q2 2026.
Applied Industrial Technologies made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1096 holding.
Jefferies Financial Group first reported a position in Applied Industrial Technologies in Q3 2017 and has held it in 10 quarters since.
Jefferies Financial Group's Applied Industrial Technologies position peaked at $1.41M in Q3 2018.
620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.