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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 $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
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.