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Jefferies Financial Group’s Sanmina SANM Stock Holding History

Jefferies Financial Group’s Portfolio SANM Stock Details SANM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.45M Buy
13,649
+12,087
+774% +$2.65M 0.02% 498
2026
Q1 		$202K Sell
1,562
-6,769
-81% -$995K ﹤0.01% 1523
2025
Q4 		$1.25M Buy
+8,331
New +$1.23M 0.01% 988
2024
Q4 		– Sell
-3,849
Closed -$263K – 1815
2024
Q3 		$263K Buy
+3,849
New +$266K ﹤0.01% 1153
2024
Q1 		– Sell
-33,000
Closed -$1.7M – 1977
2023
Q4 		$1.7M Buy
33,000
+21,200
+180% +$1.08M 0.01% 773
2023
Q3 		$641K Sell
11,800
-2,875
-20% -$162K 0.01% 973
2023
Q2 		$884K Buy
+14,675
New +$804K 0.01% 967

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

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

Jefferies Financial Group increased its Sanmina (SANM) stake by 774% in Q2 2026, buying an estimated $2.65M and bringing the position to 13,649 shares worth $3.45M. The position accounts for 0.02% of the portfolio, ranked #498.

Jefferies Financial Group first reported a position in SANM in Q2 2023 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Jefferies Financial Group held 13,649 shares of Sanmina worth $3.45M as of Q2 2026.
  • Jefferies Financial Group bought 12,087 Sanmina shares in Q2 2026, an estimated $2.65M.
  • Sanmina made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #498 holding.
  • Jefferies Financial Group first reported a position in Sanmina in Q2 2023 and has held it in 7 quarters since.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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