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Jefferies Financial Group’s Winmark WINA Stock Holding History

Jefferies Financial Group’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-522
Closed -$211K – 2252
2025
Q4 		$211K Buy
+522
New +$223K ﹤0.01% 1610
2025
Q2 		– Sell
-1,834
Closed -$583K – 1854
2025
Q1 		$583K Buy
+1,834
New +$653K 0.01% 1003

Other funds holding WINA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Jefferies Financial Group sold out of Winmark (WINA) in Q1 2026, closing a stake of 522 shares — an estimated $211K sold.

Jefferies Financial Group first reported a position in WINA in Q1 2025 and held it in 2 quarters. The position peaked at $583K in Q1 2025. 230 funds tracked by Wall St. Rank hold WINA as of Q1 2026.

  • Jefferies Financial Group reported no remaining Winmark position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 522 Winmark shares in Q1 2026, an estimated $211K.
  • Jefferies Financial Group first reported a position in Winmark in Q1 2025 and held it in 2 quarters.
  • Jefferies Financial Group's Winmark position peaked at $583K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Winmark as of Q1 2026.

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