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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Jefferies Financial Group increased its Curtiss-Wright (CW) stake by 506% in Q1 2026, buying an estimated $2.12M and bringing the position to 3,821 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #527.

Jefferies Financial Group first reported a position in CW in Q2 2023 and has held it in 10 quarters since. The position peaked at $5.93M in Q2 2023. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Jefferies Financial Group held 3,821 shares of Curtiss-Wright worth $2.6M as of Q1 2026.
  • Jefferies Financial Group bought 3,190 Curtiss-Wright shares in Q1 2026, an estimated $2.12M.
  • Curtiss-Wright made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #527 holding.
  • Jefferies Financial Group first reported a position in Curtiss-Wright in Q2 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Curtiss-Wright position peaked at $5.93M in Q2 2023.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

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