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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
2023
Q3 		– Sell
-5,000
Closed -$1.84M – 1650
2023
Q2 		$1.84M Sell
5,000
-5,000
-50% -$1.71M 0.02% 684
2023
Q1 		$3.58M Buy
+10,000
New +$3.74M 0.03% 461

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jefferies Financial Group opened a new position in Charter Communications (CHTR) in Q2 2026: 18,216 shares worth $2.59M. The stake represents 0.02% of the portfolio and ranks #601 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in CHTR as recently as Q4 2025.

Jefferies Financial Group first reported a position in CHTR in Q4 2016 and has held it in 7 quarters since. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Jefferies Financial Group held 18,216 shares of Charter Communications worth $2.59M as of Q2 2026.
  • Charter Communications was a new Jefferies Financial Group position in Q2 2026.
  • Charter Communications made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #601 holding.
  • Jefferies Financial Group first reported a position in Charter Communications in Q4 2016 and has held it in 7 quarters since.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

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