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Jefferies Financial Group’s Renaissance IPO ETF IPO Stock Holding History

Jefferies Financial Group’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$426K Buy
10,172
+2,640
+35% +$118K ﹤0.01% 1272
2025
Q4 		$344K Buy
7,532
+232
+3% +$11K ﹤0.01% 1451
2025
Q3 		$362K Buy
7,300
+1,125
+18% +$54.5K ﹤0.01% 1165
2025
Q2 		$278K Buy
+6,175
New +$252K ﹤0.01% 1054

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Jefferies Financial Group increased its Renaissance IPO ETF (IPO) stake by 35% in Q1 2026, buying an estimated $118K and bringing the position to 10,172 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Jefferies Financial Group first reported a position in IPO in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • Jefferies Financial Group held 10,172 shares of Renaissance IPO ETF worth $426K as of Q1 2026.
  • Jefferies Financial Group bought 2,640 Renaissance IPO ETF shares in Q1 2026, an estimated $118K.
  • Renaissance IPO ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1272 holding.
  • Jefferies Financial Group first reported a position in Renaissance IPO ETF in Q2 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

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