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Jefferies Financial Group’s Roku ROKU Stock Holding History

Jefferies Financial Group’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,000
Closed -$1.49M – 1945
2024
Q4 		$1.49M Buy
+20,000
New +$1.52M 0.01% 768

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Jefferies Financial Group reduced its Roku (ROKU) stake by 57% in Q1 2026, selling an estimated $694K and leaving 5,272 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Jefferies Financial Group first reported a position in ROKU in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.37M in Q2 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Jefferies Financial Group held 5,272 shares of Roku worth $499K as of Q1 2026.
  • Jefferies Financial Group sold 7,128 Roku shares in Q1 2026, an estimated $694K.
  • Roku made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1212 holding.
  • Jefferies Financial Group first reported a position in Roku in Q2 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's Roku position peaked at $2.37M in Q2 2025.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

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