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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Jefferies Financial Group reduced its Shoals Technologies Group (SHLS) stake by 51% in Q1 2026, selling an estimated $595K and leaving 70,071 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Jefferies Financial Group first reported a position in SHLS in Q4 2022 and has held it in 5 quarters since. The position peaked at $6.35M in Q1 2023. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Jefferies Financial Group held 70,071 shares of Shoals Technologies Group worth $461K as of Q1 2026.
  • Jefferies Financial Group sold 72,577 Shoals Technologies Group shares in Q1 2026, an estimated $595K.
  • Shoals Technologies Group made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1240 holding.
  • Jefferies Financial Group first reported a position in Shoals Technologies Group in Q4 2022 and has held it in 5 quarters since.
  • Jefferies Financial Group's Shoals Technologies Group position peaked at $6.35M in Q1 2023.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

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