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Jefferies Financial Group’s Royal Caribbean RCL Stock Holding History

Jefferies Financial Group’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,000
Closed -$2.07M – 1926
2023
Q2 		$2.07M Buy
+20,000
New +$1.57M 0.02% 647
2023
Q1 		– Sell
-10,000
Closed -$494K – 1933
2022
Q4 		$494K Buy
+10,000
New +$524K ﹤0.01% 1061

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OH
Osiris Holdings Monaco $3.72B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jefferies Financial Group opened a new position in Royal Caribbean (RCL) in Q2 2026: 7,055 shares worth $2.24M. The stake represents 0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in RCL as recently as Q4 2025.

Jefferies Financial Group first reported a position in RCL in Q4 2022 and has held it in 12 quarters since. The position peaked at $10.5M in Q3 2024. 1,231 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Jefferies Financial Group held 7,055 shares of Royal Caribbean worth $2.24M as of Q2 2026.
  • Royal Caribbean was a new Jefferies Financial Group position in Q2 2026.
  • Royal Caribbean made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #651 holding.
  • Jefferies Financial Group first reported a position in Royal Caribbean in Q4 2022 and has held it in 12 quarters since.
  • Jefferies Financial Group's Royal Caribbean position peaked at $10.5M in Q3 2024.
  • 1,231 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

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