Jefferies Financial Group’s Charter Communications CHTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,614	Closed	-$546K	–	1798
2025 Q4	$546K	Buy	+2,614	New	+$588K	﹤0.01%	1309
2025 Q3	–	Sell	-1,240	Closed	-$507K	–	1491
2025 Q2	$507K	Buy	+1,240	New	+$475K	﹤0.01%	900
2024 Q1	–	Sell	-601	Closed	-$234K	–	1657
2023 Q4	$234K	Buy	+601	New	+$245K	﹤0.01%	1440
2023 Q1	–	Sell	-1,544	Closed	-$577K	–	1666
2022 Q4	$524K	Buy	+1,544	New	+$543K	﹤0.01%	1043
2018 Q2	–	Sell	-7,729	Closed	-$2.4M	–	76
2018 Q1	$2.4M	Buy	+7,729	New	+$2.72M	0.17%	36
2017 Q1	–	Sell	-937	Closed	-$304K	–	62
2016 Q4	$304K	Buy	+937	New	+$252K	0.03%	19

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Jefferies Financial Group sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 2,614 shares — an estimated $546K sold.

Jefferies Financial Group first reported a position in CHTR in Q4 2016 and held it in 6 quarters. The position peaked at $2.4M in Q1 2018. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Jefferies Financial Group reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 2,614 Charter Communications shares in Q1 2026, an estimated $546K.
Jefferies Financial Group first reported a position in Charter Communications in Q4 2016 and held it in 6 quarters.
Jefferies Financial Group's Charter Communications position peaked at $2.4M in Q1 2018.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

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