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
Q2 		$1.84M Buy
+5,500
New +$1.74M 0.01% 723
2024
Q2 		– Sell
-4,900
Closed -$400K – 1903
2024
Q1 		$400K Buy
+4,900
New +$308K ﹤0.01% 1120

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jefferies Financial Group increased its Vertiv (VRT) stake by 172% in Q2 2026, buying an estimated $1.7M and bringing the position to 8,505 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #560.

Jefferies Financial Group first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.62M in Q4 2025. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Jefferies Financial Group held 8,505 shares of Vertiv worth $2.85M as of Q2 2026.
  • Jefferies Financial Group bought 5,373 Vertiv shares in Q2 2026, an estimated $1.7M.
  • Vertiv made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #560 holding.
  • Jefferies Financial Group first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • Jefferies Financial Group's Vertiv position peaked at $8.62M in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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