Jefferies Financial Group
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Jefferies Financial Group’s TransDigm Group TDG Stock Holding History

Jefferies Financial Group’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,856
Closed -$3.8M – 1802
2026
Q2 		$3.8M Buy
2,856
+2,193
+331% +$2.69M 0.03% 456
2026
Q1 		$769K Sell
663
-645
-49% -$846K 0.01% 1028
2025
Q4 		$1.74M Buy
1,308
+938
+254% +$1.23M 0.01% 871
2025
Q3 		$488K Buy
370
+5
+1% +$7.15K ﹤0.01% 1090
2025
Q2 		$555K Sell
365
-2,501
-87% -$3.51M ﹤0.01% 878
2025
Q1 		$3.96M Buy
2,866
+1,444
+102% +$1.93M 0.04% 363
2024
Q4 		$1.8M Sell
1,422
-6
-0.4% -$7.91K 0.01% 705
2024
Q3 		$2.04M Sell
1,428
-8
-0.6% -$10.4K 0.01% 594
2024
Q2 		$1.83M Sell
1,436
-3,183
-69% -$4.08M 0.02% 562
2024
Q1 		$5.69M Buy
4,619
+2,407
+109% +$2.71M 0.05% 285
2023
Q4 		$2.24M Buy
2,212
+626
+39% +$578K 0.01% 671
2023
Q3 		$1.34M Sell
1,586
-10,025
-86% -$8.79M 0.01% 738
2023
Q2 		$10.4M Buy
11,611
+9,993
+618% +$7.9M 0.09% 196
2023
Q1 		$1.19M Sell
1,618
-1,429
-47% -$1.02M 0.01% 832
2022
Q4 		$1.92M Buy
+3,047
New +$1.8M 0.01% 671

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Jefferies Financial Group sold out of TransDigm Group (TDG) in Q3 2026, closing a stake of 2,856 shares — an estimated $3.8M sold.

Jefferies Financial Group first reported a position in TDG in Q4 2022 and held it in 15 quarters. The position peaked at $10.4M in Q2 2023. 914 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Jefferies Financial Group reported no remaining TransDigm Group position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,856 TransDigm Group shares in Q3 2026, an estimated $3.8M.
  • Jefferies Financial Group first reported a position in TransDigm Group in Q4 2022 and held it in 15 quarters.
  • Jefferies Financial Group's TransDigm Group position peaked at $10.4M in Q2 2023.
  • 914 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

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