Jefferies Financial Group’s Shake Shack SHAK Stock Holding History

Jefferies Financial Group’s Portfolio SHAK Stock Details SHAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3M	Buy	40,980 +8,480	+26%	+$639K	0.02%	642
2026 Q1	$2.88M	Sell	32,500 -3,200	-9%	-$294K	0.02%	490
2025 Q4	$2.9M	Buy	+35,700	New	+$3.15M	0.01%	661
2025 Q1	–	Sell	-21,819	Closed	-$2.83M	–	1962
2024 Q4	$2.83M	Buy	+21,819	New	+$2.67M	0.02%	546
2024 Q2	–	Sell	-4,788	Closed	-$498K	–	1835
2024 Q1	$498K	Buy	+4,788	New	+$419K	﹤0.01%	1062
2023 Q3	–	Sell	-5,480	Closed	-$426K	–	1950
2023 Q2	$426K	Buy	+5,480	New	+$352K	﹤0.01%	1233

Other funds holding SHAK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jefferies Financial Group increased its Shake Shack (SHAK) stake by 26% in Q2 2026, buying an estimated $639K and bringing the position to 40,980 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #642.

Jefferies Financial Group first reported a position in SHAK in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.9M in Q4 2025. 339 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

Jefferies Financial Group held 40,980 shares of Shake Shack worth $2.3M as of Q2 2026.
Jefferies Financial Group bought 8,480 Shake Shack shares in Q2 2026, an estimated $639K.
Shake Shack made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #642 holding.
Jefferies Financial Group first reported a position in Shake Shack in Q2 2023 and has held it in 6 quarters since.
Jefferies Financial Group's Shake Shack position peaked at $2.9M in Q4 2025.
339 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

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