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Jefferies Financial Group’s Shoals Technologies Group SHLS Stock Holding History

Jefferies Financial Group’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.82M Buy
284,800
+84,800
+42% +$770K 0.02% 565
2026
Q1 		$1.32M Sell
200,000
-100,000
-33% -$820K 0.01% 812
2025
Q4 		$2.55M Buy
+300,000
New +$2.7M 0.01% 706
2023
Q2 		– Sell
-100,000
Closed -$2.28M – 1976
2023
Q1 		$2.28M Hold
100,000
– – 0.02% 614
2022
Q4 		$2.47M Buy
+100,000
New +$2.41M 0.02% 587

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jefferies Financial Group reduced its Shoals Technologies Group (SHLS) stake by 50% in Q2 2026, selling an estimated $319K and leaving 34,915 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Jefferies Financial Group first reported a position in SHLS in Q4 2022 and has held it in 6 quarters since. The position peaked at $6.35M in Q1 2023. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Jefferies Financial Group held 34,915 shares of Shoals Technologies Group worth $346K as of Q2 2026.
  • Jefferies Financial Group sold 35,156 Shoals Technologies Group shares in Q2 2026, an estimated $319K.
  • Shoals Technologies Group made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1344 holding.
  • Jefferies Financial Group first reported a position in Shoals Technologies Group in Q4 2022 and has held it in 6 quarters since.
  • Jefferies Financial Group's Shoals Technologies Group position peaked at $6.35M in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

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