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Jefferies Financial Group’s JELD-WEN Holding JELD Stock Holding History

Jefferies Financial Group’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
755,463
+605,332
+403% +$933K 0.01% 918
2026
Q1 		$186K Buy
+150,131
New +$328K ﹤0.01% 1540
2023
Q4 		– Sell
-50,040
Closed -$669K – 1853
2023
Q3 		$669K Buy
+50,040
New +$784K 0.01% 957

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jefferies Financial Group's JELD Position: Q2 2026 in Review

Jefferies Financial Group increased its JELD-WEN Holding (JELD) stake by 403% in Q2 2026, buying an estimated $933K and bringing the position to 755,463 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #918.

Jefferies Financial Group first reported a position in JELD in Q3 2023 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Jefferies Financial Group held 755,463 shares of JELD-WEN Holding worth $1.13M as of Q2 2026.
  • Jefferies Financial Group bought 605,332 JELD-WEN Holding shares in Q2 2026, an estimated $933K.
  • JELD-WEN Holding made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #918 holding.
  • Jefferies Financial Group first reported a position in JELD-WEN Holding in Q3 2023 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.