Jefferies Financial Group’s BrightSpring Health Services BTSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,581	Closed	-$238K	–	2103
2026 Q1	$238K	Buy	+5,581	New	+$225K	﹤0.01%	1458
2025 Q3	–	Sell	-23,147	Closed	-$546K	–	1734
2025 Q2	$546K	Sell	23,147 -13,323	-37%	-$278K	﹤0.01%	884
2025 Q1	$660K	Buy	36,470 +13,545	+59%	+$266K	0.01%	964
2024 Q4	$390K	Buy	+22,925	New	+$396K	﹤0.01%	1184
2024 Q2	–	Sell	-10,000	Closed	-$109K	–	1940
2024 Q1	$109K	Buy	+10,000	New	+$100K	﹤0.01%	1428

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Jefferies Financial Group sold out of BrightSpring Health Services (BTSG) in Q2 2026, closing a stake of 5,581 shares — an estimated $238K sold.

Jefferies Financial Group first reported a position in BTSG in Q1 2024 and held it in 5 quarters. The position peaked at $660K in Q1 2025. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Jefferies Financial Group reported no remaining BrightSpring Health Services position as of Q2 2026 after selling out during the quarter.
Jefferies Financial Group sold 5,581 BrightSpring Health Services shares in Q2 2026, an estimated $238K.
Jefferies Financial Group first reported a position in BrightSpring Health Services in Q1 2024 and held it in 5 quarters.
Jefferies Financial Group's BrightSpring Health Services position peaked at $660K in Q1 2025.
423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

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