JFG
UI icon

Jefferies Financial Group’s Ubiquiti UI Stock Holding History

Jefferies Financial Group’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-598
Closed -$473K – 2059
2026
Q1 		$473K Sell
598
-14
-2% -$9.51K ﹤0.01% 1231
2025
Q4 		$339K Sell
612
-58
-9% -$36.7K ﹤0.01% 1452
2025
Q3 		$443K Buy
+670
New +$334K ﹤0.01% 1116
2023
Q2 		– Sell
-760
Closed -$206K – 2022
2023
Q1 		$206K Buy
+760
New +$210K ﹤0.01% 1347

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Jefferies Financial Group sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 598 shares — an estimated $473K sold.

Jefferies Financial Group first reported a position in UI in Q1 2023 and held it in 4 quarters. The position peaked at $473K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Jefferies Financial Group reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 598 Ubiquiti shares in Q2 2026, an estimated $473K.
  • Jefferies Financial Group first reported a position in Ubiquiti in Q1 2023 and held it in 4 quarters.
  • Jefferies Financial Group's Ubiquiti position peaked at $473K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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