Jefferies Financial Group’s JBT Marel JBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-9,576	Closed	-$1.39M	–	1941
2026 Q2	$1.39M	Buy	9,576 +4,213	+79%	+$545K	0.01%	831
2026 Q1	$686K	Buy	5,363 +2,282	+74%	+$345K	﹤0.01%	1073
2025 Q4	$464K	Buy	+3,081	New	+$434K	﹤0.01%	1349
2025 Q3	–	Sell	-25,720	Closed	-$3.09M	–	1741
2025 Q2	$3.09M	Buy	+25,720	New	+$2.87M	0.03%	420
2024 Q2	–	Sell	-6,453	Closed	-$677K	–	1946
2024 Q1	$677K	Sell	6,453 -1,147	-15%	-$114K	0.01%	951
2023 Q4	$756K	Buy	7,600 +2,600	+52%	+$269K	﹤0.01%	1072
2023 Q3	$526K	Sell	5,000 -9,000	-64%	-$1.01M	﹤0.01%	1049
2023 Q2	$1.7M	Buy	+14,000	New	+$1.54M	0.02%	718

Other funds holding JBTM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $168M AUM 24.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

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

Jefferies Financial Group sold out of JBT Marel (JBTM) in Q3 2026, closing a stake of 9,576 shares — an estimated $1.39M sold.

Jefferies Financial Group first reported a position in JBTM in Q2 2023 and held it in 8 quarters. The position peaked at $3.09M in Q2 2025. 211 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

Jefferies Financial Group reported no remaining JBT Marel position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 9,576 JBT Marel shares in Q3 2026, an estimated $1.39M.
Jefferies Financial Group first reported a position in JBT Marel in Q2 2023 and held it in 8 quarters.
Jefferies Financial Group's JBT Marel position peaked at $3.09M in Q2 2025.
211 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

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