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 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 $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Jefferies Financial Group increased its Zurn Elkay Water Solutions (ZWS) stake by 8.2% in Q1 2026, buying an estimated $109K and bringing the position to 30,280 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #799.

Jefferies Financial Group first reported a position in ZWS in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.3M in Q4 2024. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

Jefferies Financial Group held 30,280 shares of Zurn Elkay Water Solutions worth $1.36M as of Q1 2026.
Jefferies Financial Group bought 2,291 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $109K.
Zurn Elkay Water Solutions made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #799 holding.
Jefferies Financial Group first reported a position in Zurn Elkay Water Solutions in Q1 2023 and has held it in 8 quarters since.
Jefferies Financial Group's Zurn Elkay Water Solutions position peaked at $2.3M in Q4 2024.
420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

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