Jefferies Financial Group’s UL Solutions ULS Stock Holding History

Jefferies Financial Group’s Portfolio ULS Stock Details ULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.69M	Sell	19,675 -173,240	-90%	-$13.7M	0.01%	696
2025 Q4	$15.2M	Buy	192,915 +162,915	+543%	+$13.1M	0.08%	242
2025 Q3	$2.13M	Buy	30,000 +15,000	+100%	+$1.02M	0.01%	624
2025 Q2	$1.09M	Buy	+15,000	New	+$982K	0.01%	710
2025 Q1	–	Sell	-13,253	Closed	-$661K	–	2067
2024 Q4	$661K	Buy	+13,253	New	+$687K	﹤0.01%	1025

Other funds holding ULS

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Jefferies Financial Group reduced its UL Solutions (ULS) stake by 90% in Q1 2026, selling an estimated $13.7M and leaving 19,675 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #696.

Jefferies Financial Group first reported a position in ULS in Q4 2024 and has held it in 5 quarters since. The position peaked at $15.2M in Q4 2025. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

Jefferies Financial Group held 19,675 shares of UL Solutions worth $1.69M as of Q1 2026.
Jefferies Financial Group sold 173,240 UL Solutions shares in Q1 2026, an estimated $13.7M.
UL Solutions made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #696 holding.
Jefferies Financial Group first reported a position in UL Solutions in Q4 2024 and has held it in 5 quarters since.
Jefferies Financial Group's UL Solutions position peaked at $15.2M in Q4 2025.
369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

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