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Jefferies Financial Group’s Boston Beer SAM Stock Holding History

Jefferies Financial Group’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$797K Sell
4,500
-6,600
-59% -$1.34M 0.01% 1065
2026
Q1 		$2.56M Buy
+11,100
New +$2.5M 0.02% 536
2023
Q3 		– Sell
-1,001
Closed -$309K – 1947
2023
Q2 		$309K Buy
+1,001
New +$322K ﹤0.01% 1312

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Jefferies Financial Group reduced its Boston Beer (SAM) stake by 59% in Q2 2026, selling an estimated $1.34M and leaving 4,500 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #1065.

Jefferies Financial Group first reported a position in SAM in Q2 2023 and has held it in 3 quarters since. The position peaked at $2.56M in Q1 2026. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Jefferies Financial Group held 4,500 shares of Boston Beer worth $797K as of Q2 2026.
  • Jefferies Financial Group sold 6,600 Boston Beer shares in Q2 2026, an estimated $1.34M.
  • Boston Beer made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1065 holding.
  • Jefferies Financial Group first reported a position in Boston Beer in Q2 2023 and has held it in 3 quarters since.
  • Jefferies Financial Group's Boston Beer position peaked at $2.56M in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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