JFG
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Jefferies Financial Group’s Amphenol APH Stock Holding History

Jefferies Financial Group’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.4M Sell
503,356
-559,240
-53% -$40.3M 0.29% 71
2026
Q1 		$67.1M Buy
1,062,596
+593,344
+126% +$41.8M 0.46% 27
2025
Q4 		$31.7M Buy
469,252
+399,840
+576% +$26.7M 0.16% 119
2025
Q3 		$4.29M Buy
+69,412
New +$3.81M 0.02% 409
2025
Q2 		– Sell
-143,600
Closed -$4.71M – 1278
2025
Q1 		$4.71M Buy
143,600
+107,728
+300% +$3.68M 0.04% 307
2024
Q4 		$1.25M Buy
35,872
+4,520
+14% +$158K 0.01% 810
2024
Q3 		$1.02M Buy
+31,352
New +$1.02M 0.01% 778
2024
Q1 		– Sell
-13,600
Closed -$337K – 1594
2023
Q4 		$337K Sell
13,600
-227,828
-94% -$5.03M ﹤0.01% 1337
2023
Q3 		$5.07M Sell
241,428
-71,504
-23% -$1.54M 0.05% 335
2023
Q2 		$6.65M Buy
312,932
+27,732
+10% +$539K 0.06% 286
2023
Q1 		$5.83M Buy
285,200
+248,260
+672% +$4.9M 0.05% 323
2022
Q4 		$703K Buy
+36,940
New +$699K ﹤0.01% 958

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Jefferies Financial Group reduced its Amphenol (APH) stake by 53% in Q2 2026, selling an estimated $40.3M and leaving 503,356 shares worth $44.4M. The position accounts for 0.29% of the portfolio, ranked #71.

Jefferies Financial Group first reported a position in APH in Q4 2022 and has held it in 12 quarters since. The position peaked at $67.1M in Q1 2026. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Jefferies Financial Group held 503,356 shares of Amphenol worth $44.4M as of Q2 2026.
  • Jefferies Financial Group sold 559,240 Amphenol shares in Q2 2026, an estimated $40.3M.
  • Amphenol made up 0.29% of Jefferies Financial Group's portfolio in Q2 2026, its #71 holding.
  • Jefferies Financial Group first reported a position in Amphenol in Q4 2022 and has held it in 12 quarters since.
  • Jefferies Financial Group's Amphenol position peaked at $67.1M in Q1 2026.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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