Jefferies Financial Group
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Jefferies Financial Group’s Waste Management WM Stock Holding History

Jefferies Financial Group’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,899
Closed -$2.65M – 1893
2026
Q2 		$2.65M Buy
11,899
+2,188
+23% +$487K 0.02% 588
2026
Q1 		$2.23M Buy
9,711
+8,087
+498% +$1.86M 0.02% 604
2025
Q4 		$357K Buy
+1,624
New +$346K ﹤0.01% 1438
2025
Q3 		– Sell
-17,127
Closed -$3.92M – 1712
2025
Q2 		$3.92M Buy
17,127
+7,337
+75% +$1.7M 0.03% 363
2025
Q1 		$2.27M Sell
9,790
-6,168
-39% -$1.37M 0.02% 534
2024
Q4 		$3.22M Sell
15,958
-9,442
-37% -$2.03M 0.02% 507
2024
Q3 		$5.27M Buy
25,400
+9,386
+59% +$1.96M 0.04% 305
2024
Q2 		$3.42M Sell
16,014
-8,396
-34% -$1.75M 0.04% 398
2024
Q1 		$5.2M Sell
24,410
-6,029
-20% -$1.18M 0.05% 302
2023
Q4 		$5.45M Buy
30,439
+7,239
+31% +$1.21M 0.04% 371
2023
Q3 		$3.54M Sell
23,200
-20,200
-47% -$3.27M 0.03% 440
2023
Q2 		$7.53M Buy
43,400
+14,664
+51% +$2.42M 0.07% 261
2023
Q1 		$4.69M Buy
+28,736
New +$4.4M 0.04% 385

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Jefferies Financial Group's WM Position: Q3 2026 in Review

Jefferies Financial Group sold out of Waste Management (WM) in Q3 2026, closing a stake of 11,899 shares — an estimated $2.65M sold.

Jefferies Financial Group first reported a position in WM in Q1 2023 and held it in 13 quarters. The position peaked at $7.53M in Q2 2023. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Jefferies Financial Group reported no remaining Waste Management position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 11,899 Waste Management shares in Q3 2026, an estimated $2.65M.
  • Jefferies Financial Group first reported a position in Waste Management in Q1 2023 and held it in 13 quarters.
  • Jefferies Financial Group's Waste Management position peaked at $7.53M in Q2 2023.
  • 1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.