Jefferies Financial Group
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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
Q3 		$1.15M Buy
142,000
+50,000
+54% +$421K 0.01% 733
2026
Q2 		$911K Buy
+92,000
New +$835K 0.01% 1009
2023
Q2 		– Sell
-265,000
Closed -$6.04M – 1978
2023
Q1 		$6.04M Buy
265,000
+15,000
+6% +$370K 0.05% 320
2022
Q4 		$6.17M Buy
+250,000
New +$6.04M 0.04% 341

Other funds holding SHLS

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

Jefferies Financial Group's SHLS Position: Q3 2026 in Review

Jefferies Financial Group increased its Shoals Technologies Group (SHLS) stake by 223% in Q3 2026, buying an estimated $655K and bringing the position to 112,719 shares worth $913K. The position accounts for 0.01% of the portfolio, ranked #800.

Jefferies Financial Group first reported a position in SHLS in Q4 2022 and has held it in 7 quarters since. The position peaked at $6.35M in Q1 2023. 156 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

  • Jefferies Financial Group held 112,719 shares of Shoals Technologies Group worth $913K as of Q3 2026.
  • Jefferies Financial Group bought 77,804 Shoals Technologies Group shares in Q3 2026, an estimated $655K.
  • Shoals Technologies Group made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #800 holding.
  • Jefferies Financial Group first reported a position in Shoals Technologies Group in Q4 2022 and has held it in 7 quarters since.
  • Jefferies Financial Group's Shoals Technologies Group position peaked at $6.35M in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.