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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Jefferies Financial Group increased its Roku (ROKU) stake by 1,684% in Q2 2026, buying an estimated $10.8M and bringing the position to 94,052 shares worth $13M. The position accounts for 0.09% of the portfolio, ranked #207.

Jefferies Financial Group first reported a position in ROKU in Q2 2023 and has held it in 10 quarters since. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Jefferies Financial Group held 94,052 shares of Roku worth $13M as of Q2 2026.
  • Jefferies Financial Group bought 88,780 Roku shares in Q2 2026, an estimated $10.8M.
  • Roku made up 0.09% of Jefferies Financial Group's portfolio in Q2 2026, its #207 holding.
  • Jefferies Financial Group first reported a position in Roku in Q2 2023 and has held it in 10 quarters since.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

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