Jefferies Financial Group’s Core & Main CNM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,822	Closed	-$562K	–	1810
2025 Q4	$562K	Sell	10,822 -11,678	-52%	-$599K	﹤0.01%	1299
2025 Q3	$1.21M	Sell	22,500 -4,000	-15%	-$242K	0.01%	804
2025 Q2	$1.6M	Buy	26,500 +3,609	+16%	+$193K	0.01%	585
2025 Q1	$1.11M	Sell	22,891 -4,518	-16%	-$234K	0.01%	778
2024 Q4	$1.4M	Sell	27,409 -3,597	-12%	-$169K	0.01%	787
2024 Q3	$1.38M	Sell	31,006 -61,494	-66%	-$2.95M	0.01%	694
2024 Q2	$4.53M	Sell	92,500 -52,174	-36%	-$2.9M	0.05%	326
2024 Q1	$8.28M	Sell	144,674 -78,326	-35%	-$3.59M	0.08%	192
2023 Q4	$9.01M	Buy	+223,000	New	+$7.55M	0.06%	248

Other funds holding CNM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jefferies Financial Group sold out of Core & Main (CNM) in Q1 2026, closing a stake of 10,822 shares — an estimated $562K sold.

Jefferies Financial Group first reported a position in CNM in Q4 2023 and held it in 9 quarters. The position peaked at $9.01M in Q4 2023. 470 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

Jefferies Financial Group reported no remaining Core & Main position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 10,822 Core & Main shares in Q1 2026, an estimated $562K.
Jefferies Financial Group first reported a position in Core & Main in Q4 2023 and held it in 9 quarters.
Jefferies Financial Group's Core & Main position peaked at $9.01M in Q4 2023.
470 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

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