Jefferies Financial Group’s Carvana CVNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$334K	Sell	5,070 -68,420	-93%	-$4.84M	﹤0.01%	1359
2026 Q1	$4.62M	Sell	73,490 -194,675	-73%	-$14.4M	0.03%	363
2025 Q4	$22.6M	Buy	268,165 +253,360	+1,711%	+$18.8M	0.12%	176
2025 Q3	$1.12M	Sell	14,805 -25,420	-63%	-$1.82M	0.01%	830
2025 Q2	$2.71M	Buy	+40,225	New	+$2.21M	0.02%	450
2023 Q1	–	Sell	-125,000	Closed	-$217K	–	1691
2022 Q4	$119K	Buy	+125,000	New	+$264K	﹤0.01%	1350

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

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

Jefferies Financial Group reduced its Carvana (CVNA) stake by 93% in Q2 2026, selling an estimated $4.84M and leaving 5,070 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Jefferies Financial Group first reported a position in CVNA in Q4 2022 and has held it in 6 quarters since. The position peaked at $22.6M in Q4 2025. 813 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Jefferies Financial Group held 5,070 shares of Carvana worth $334K as of Q2 2026.
Jefferies Financial Group sold 68,420 Carvana shares in Q2 2026, an estimated $4.84M.
Carvana made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1359 holding.
Jefferies Financial Group first reported a position in Carvana in Q4 2022 and has held it in 6 quarters since.
Jefferies Financial Group's Carvana position peaked at $22.6M in Q4 2025.
813 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

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