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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
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 $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jefferies Financial Group opened a new position in Boston Beer (SAM) in Q1 2026: 11,100 shares worth $2.56M. The stake represents 0.02% of the portfolio and ranks #536 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in SAM as recently as Q2 2023.

Jefferies Financial Group first reported a position in SAM in Q2 2023 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Jefferies Financial Group held 11,100 shares of Boston Beer worth $2.56M as of Q1 2026.
  • Boston Beer was a new Jefferies Financial Group position in Q1 2026.
  • Boston Beer made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #536 holding.
  • Jefferies Financial Group first reported a position in Boston Beer in Q2 2023 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

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