JFG
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Jefferies Financial Group’s Vertiv VRT Stock Holding History

Jefferies Financial Group’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$785K Sell
3,132
-50,050
-94% -$11.1M 0.01% 1017
2025
Q4 		$8.62M Buy
53,182
+10,154
+24% +$1.76M 0.04% 357
2025
Q3 		$6.49M Buy
+43,028
New +$5.74M 0.03% 307
2025
Q2 		– Sell
-70,395
Closed -$5.08M – 1842
2025
Q1 		$5.08M Buy
70,395
+47,241
+204% +$5.03M 0.04% 288
2024
Q4 		$2.63M Buy
23,154
+12,956
+127% +$1.54M 0.02% 571
2024
Q3 		$1.01M Sell
10,198
-2,157
-17% -$179K 0.01% 784
2024
Q2 		$1.07M Buy
12,355
+5,420
+78% +$493K 0.01% 721
2024
Q1 		$566K Buy
+6,935
New +$436K 0.01% 1024

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jefferies Financial Group reduced its Vertiv (VRT) stake by 94% in Q1 2026, selling an estimated $11.1M and leaving 3,132 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #1017.

Jefferies Financial Group first reported a position in VRT in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.62M in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Jefferies Financial Group held 3,132 shares of Vertiv worth $785K as of Q1 2026.
  • Jefferies Financial Group sold 50,050 Vertiv shares in Q1 2026, an estimated $11.1M.
  • Vertiv made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1017 holding.
  • Jefferies Financial Group first reported a position in Vertiv in Q1 2024 and has held it in 8 quarters since.
  • Jefferies Financial Group's Vertiv position peaked at $8.62M in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

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