Jefferies Financial Group
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Jefferies Financial Group’s Hertz HTZ Stock Holding History

Jefferies Financial Group’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8M Buy
+4,791,000
New +$9.5M 0.06% 224
2023
Q3 		– Sell
-25,000
Closed -$460K – 1770
2023
Q2 		$460K Sell
25,000
-263,000
-91% -$4.31M ﹤0.01% 1203
2023
Q1 		$4.69M Buy
+288,000
New +$5.02M 0.04% 384

Other funds holding HTZ

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Jefferies Financial Group reduced its Hertz (HTZ) stake by 83% in Q3 2026, selling an estimated $1.7M and leaving 169,000 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Jefferies Financial Group first reported a position in HTZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.51M in Q1 2026. 113 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

  • Jefferies Financial Group held 169,000 shares of Hertz worth $282K as of Q3 2026.
  • Jefferies Financial Group sold 852,590 Hertz shares in Q3 2026, an estimated $1.7M.
  • Hertz made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #1085 holding.
  • Jefferies Financial Group first reported a position in Hertz in Q4 2022 and has held it in 10 quarters since.
  • Jefferies Financial Group's Hertz position peaked at $3.51M in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

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