Jefferies Financial Group’s DoubleVerify DV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$378K	Buy	+39,825	New	+$407K	﹤0.01%	1318
2025 Q4	–	Sell	-73,627	Closed	-$882K	–	1915
2025 Q3	$882K	Buy	+73,627	New	+$1.09M	﹤0.01%	911
2025 Q2	–	Sell	-163,276	Closed	-$2.18M	–	1425
2025 Q1	$2.18M	Sell	163,276 -171,003	-51%	-$3.17M	0.02%	553
2024 Q4	$6.42M	Buy	+334,279	New	+$6.3M	0.04%	303
2023 Q3	–	Sell	-30,547	Closed	-$1.19M	–	1694
2023 Q2	$1.19M	Buy	30,547 +19,903	+187%	+$642K	0.01%	853
2023 Q1	$321K	Buy	+10,644	New	+$279K	﹤0.01%	1215

Other funds holding DV

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

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

AQR Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return