Jefferies Financial Group
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Jefferies Financial Group’s Edwards Lifesciences EW Stock Holding History

Jefferies Financial Group’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.6M Buy
296,800
+257,180
+649% +$22.9M 0.19% 104
2026
Q2 		$3.58M Sell
39,620
-4,731
-11% -$396K 0.02% 487
2026
Q1 		$3.55M Buy
44,351
+18,762
+73% +$1.55M 0.02% 425
2025
Q4 		$2.18M Sell
25,589
-26,911
-51% -$2.21M 0.01% 773
2025
Q3 		$4.08M Buy
+52,500
New +$4.1M 0.02% 431
2025
Q2 		– Sell
-41,969
Closed -$3.04M – 1468
2025
Q1 		$3.04M Sell
41,969
-8,769
-17% -$628K 0.03% 442
2024
Q4 		$3.76M Sell
50,738
-40,964
-45% -$2.87M 0.02% 455
2024
Q3 		$6.05M Buy
91,702
+51,202
+126% +$3.72M 0.04% 269
2024
Q2 		$3.74M Sell
40,500
-69,087
-63% -$6.12M 0.04% 373
2024
Q1 		$10.5M Sell
109,587
-68,726
-39% -$5.77M 0.1% 165
2023
Q4 		$13.6M Buy
178,313
+171,304
+2,444% +$11.9M 0.09% 166
2023
Q3 		$486K Buy
7,009
+4,790
+216% +$385K ﹤0.01% 1075
2023
Q2 		$209K Sell
2,219
-44,481
-95% -$3.87M ﹤0.01% 1416
2023
Q1 		$3.86M Buy
+46,700
New +$3.67M 0.03% 437

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Geode Capital Management
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Jefferies Financial Group increased its Edwards Lifesciences (EW) stake by 649% in Q3 2026, buying an estimated $22.9M and bringing the position to 296,800 shares worth $25.6M. The position accounts for 0.19% of the portfolio, ranked #104.

Jefferies Financial Group first reported a position in EW in Q1 2023 and has held it in 14 quarters since. 1,141 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Jefferies Financial Group held 296,800 shares of Edwards Lifesciences worth $25.6M as of Q3 2026.
  • Jefferies Financial Group bought 257,180 Edwards Lifesciences shares in Q3 2026, an estimated $22.9M.
  • Edwards Lifesciences made up 0.19% of Jefferies Financial Group's portfolio in Q3 2026, its #104 holding.
  • Jefferies Financial Group first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 14 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

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