Jefferies Financial Group’s Zurn Elkay Water Solutions ZWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-30,280	Closed	-$1.36M	–	2102
2026 Q1	$1.36M	Buy	30,280 +2,291	+8%	+$109K	0.01%	799
2025 Q4	$1.3M	Buy	+27,989	New	+$1.31M	0.01%	970
2025 Q3	–	Sell	-50,000	Closed	-$1.83M	–	1733
2025 Q2	$1.83M	Buy	50,000 +38,681	+342%	+$1.33M	0.02%	550
2025 Q1	$373K	Sell	11,319 -50,403	-82%	-$1.82M	﹤0.01%	1147
2024 Q4	$2.3M	Buy	+61,722	New	+$2.35M	0.01%	623
2024 Q2	–	Sell	-8,047	Closed	-$269K	–	1939
2024 Q1	$269K	Buy	+8,047	New	+$248K	﹤0.01%	1252
2023 Q4	–	Sell	-7,334	Closed	-$205K	–	2046
2023 Q3	$205K	Buy	+7,334	New	+$210K	﹤0.01%	1336
2023 Q2	–	Sell	-10,913	Closed	-$233K	–	2067
2023 Q1	$233K	Buy	+10,913	New	+$240K	﹤0.01%	1310

Other funds holding ZWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Jefferies Financial Group sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 30,280 shares — an estimated $1.36M sold.

Jefferies Financial Group first reported a position in ZWS in Q1 2023 and held it in 8 quarters. The position peaked at $2.3M in Q4 2024. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Jefferies Financial Group reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
Jefferies Financial Group sold 30,280 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $1.36M.
Jefferies Financial Group first reported a position in Zurn Elkay Water Solutions in Q1 2023 and held it in 8 quarters.
Jefferies Financial Group's Zurn Elkay Water Solutions position peaked at $2.3M in Q4 2024.
435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

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