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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $174M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jefferies Financial Group reduced its Sanmina (SANM) stake by 81% in Q1 2026, selling an estimated $995K and leaving 1,562 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Jefferies Financial Group first reported a position in SANM in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.7M in Q4 2023. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Jefferies Financial Group held 1,562 shares of Sanmina worth $202K as of Q1 2026.
  • Jefferies Financial Group sold 6,769 Sanmina shares in Q1 2026, an estimated $995K.
  • Sanmina made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1523 holding.
  • Jefferies Financial Group first reported a position in Sanmina in Q2 2023 and has held it in 6 quarters since.
  • Jefferies Financial Group's Sanmina position peaked at $1.7M in Q4 2023.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

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