Jefferies Financial Group’s Curtiss-Wright CW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-610	Closed	-$462K	–	1422
2026 Q2	$462K	Sell	610 -3,211	-84%	-$2.35M	﹤0.01%	1266
2026 Q1	$2.6M	Buy	3,821 +3,190	+506%	+$2.12M	0.02%	527
2025 Q4	$348K	Buy	631 +3	+0.5%	+$1.67K	﹤0.01%	1450
2025 Q3	$341K	Sell	628 -3,102	-83%	-$1.53M	﹤0.01%	1178
2025 Q2	$1.82M	Buy	3,730 +2,627	+238%	+$1.04M	0.02%	551
2025 Q1	$350K	Buy	1,103 +185	+20%	+$62.4K	﹤0.01%	1177
2024 Q4	$326K	Sell	918 -6,525	-88%	-$2.35M	﹤0.01%	1240
2024 Q3	$2.45M	Sell	7,443 -4,493	-38%	-$1.33M	0.02%	530
2024 Q2	$3.23M	Buy	11,936 +1,736	+17%	+$464K	0.03%	412
2024 Q1	$2.61M	Buy	+10,200	New	+$2.37M	0.02%	503
2023 Q3	–	Sell	-32,300	Closed	-$5.93M	–	1669
2023 Q2	$5.93M	Buy	+32,300	New	+$5.51M	0.05%	315

Other funds holding CW

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Jefferies Financial Group's CW Position: Q3 2026 in Review

Jefferies Financial Group sold out of Curtiss-Wright (CW) in Q3 2026, closing a stake of 610 shares — an estimated $462K sold.

Jefferies Financial Group first reported a position in CW in Q2 2023 and held it in 11 quarters. The position peaked at $5.93M in Q2 2023. 530 funds tracked by Wall St. Rank hold CW as of Q3 2026.

Jefferies Financial Group reported no remaining Curtiss-Wright position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 610 Curtiss-Wright shares in Q3 2026, an estimated $462K.
Jefferies Financial Group first reported a position in Curtiss-Wright in Q2 2023 and held it in 11 quarters.
Jefferies Financial Group's Curtiss-Wright position peaked at $5.93M in Q2 2023.
530 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.