Jefferies Financial Group’s Dow Inc DOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-36,396	Closed	-$851K	–	1850
2025 Q4	$851K	Buy	+36,396	New	+$837K	﹤0.01%	1148
2025 Q1	–	Sell	-7,052	Closed	-$283K	–	1701
2024 Q4	$283K	Sell	7,052 -6,510	-48%	-$304K	﹤0.01%	1283
2024 Q3	$741K	Buy	13,562 +6,744	+99%	+$356K	0.01%	868
2024 Q2	$362K	Buy	6,818 +2,408	+55%	+$138K	﹤0.01%	1055
2024 Q1	$255K	Sell	4,410 -30,278	-87%	-$1.67M	﹤0.01%	1266
2023 Q4	$1.9M	Buy	34,688 +31,188	+891%	+$1.59M	0.01%	735
2023 Q3	$180K	Sell	3,500 -6,830	-66%	-$367K	﹤0.01%	1363
2023 Q2	$550K	Sell	10,330 -6,670	-39%	-$355K	﹤0.01%	1143
2023 Q1	$932K	Sell	17,000 -9,024	-35%	-$508K	0.01%	924
2022 Q4	$1.31M	Buy	+26,024	New	+$1.27M	0.01%	794

Other funds holding DOW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Jefferies Financial Group sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 36,396 shares — an estimated $851K sold.

Jefferies Financial Group first reported a position in DOW in Q4 2022 and held it in 10 quarters. The position peaked at $1.9M in Q4 2023. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Jefferies Financial Group reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 36,396 Dow Inc shares in Q1 2026, an estimated $851K.
Jefferies Financial Group first reported a position in Dow Inc in Q4 2022 and held it in 10 quarters.
Jefferies Financial Group's Dow Inc position peaked at $1.9M in Q4 2023.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

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