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Jefferies Financial Group’s A.O. Smith AOS Stock Holding History

Jefferies Financial Group’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,827
Closed -$281K – 1842
2025
Q3 		$281K Buy
+3,827
New +$273K ﹤0.01% 1220
2024
Q2 		– Sell
-3,180
Closed -$284K – 1396
2024
Q1 		$284K Buy
+3,180
New +$262K ﹤0.01% 1227
2023
Q4 		– Sell
-7,400
Closed -$489K – 1673
2023
Q3 		$489K Sell
7,400
-5,211
-41% -$370K ﹤0.01% 1069
2023
Q2 		$918K Sell
12,611
-26,387
-68% -$1.81M 0.01% 952
2023
Q1 		$2.7M Buy
+38,998
New +$2.53M 0.02% 557

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Jefferies Financial Group's AOS Position: Q4 2025 in Review

Jefferies Financial Group sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 3,827 shares — an estimated $281K sold.

Jefferies Financial Group first reported a position in AOS in Q1 2023 and held it in 5 quarters. The position peaked at $2.7M in Q1 2023. 644 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Jefferies Financial Group reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 3,827 A.O. Smith shares in Q4 2025, an estimated $281K.
  • Jefferies Financial Group first reported a position in A.O. Smith in Q1 2023 and held it in 5 quarters.
  • Jefferies Financial Group's A.O. Smith position peaked at $2.7M in Q1 2023.
  • 644 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.