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 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 $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Jefferies Financial Group's BTSG Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in BrightSpring Health Services (BTSG) in Q1 2026: 5,581 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in BTSG as recently as Q2 2025.

Jefferies Financial Group first reported a position in BTSG in Q1 2024 and has held it in 5 quarters since. The position peaked at $660K in Q1 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

Jefferies Financial Group held 5,581 shares of BrightSpring Health Services worth $238K as of Q1 2026.
BrightSpring Health Services was a new Jefferies Financial Group position in Q1 2026.
BrightSpring Health Services made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1458 holding.
Jefferies Financial Group first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 5 quarters since.
Jefferies Financial Group's BrightSpring Health Services position peaked at $660K in Q1 2025.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.