Principal Financial Group’s Jefferson Capital JCAP Stock Holding History

Principal Financial Group’s Portfolio JCAP Stock Details JCAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30.3M	Sell	1,590,484 -119,951	-7%	-$2.46M	0.02%	710
2026 Q2	$33.3M	Buy	1,710,435 +173,381	+11%	+$3.23M	0.02%	703
2026 Q1	$29.6M	Buy	1,537,054 +763,766	+99%	+$16.2M	0.02%	698
2025 Q4	$17.3M	Buy	773,288 +2,239	+0.3%	+$45.2K	0.01%	982
2025 Q3	$13.3M	Buy	771,049 +37,972	+5%	+$674K	0.01%	1122
2025 Q2	$13.5M	Buy	+733,077	New	+$13.7M	0.01%	1086

Other funds holding JCAP

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Jackson Creek Investment Advisors Castle Rock, Colorado $292M AUM 56.98% 1-Year Est. Return

Principal Financial Group's JCAP Position: Q3 2026 in Review

Principal Financial Group reduced its Jefferson Capital (JCAP) stake by 7% in Q3 2026, selling an estimated $2.46M and leaving 1,590,484 shares worth $30.3M. The position accounts for 0.02% of the portfolio, ranked #710.

Principal Financial Group first reported a position in JCAP in Q2 2025 and has held it in 6 quarters since. The position peaked at $33.3M in Q2 2026. 36 funds tracked by Wall St. Rank hold JCAP as of Q3 2026.

Principal Financial Group held 1,590,484 shares of Jefferson Capital worth $30.3M as of Q3 2026.
Principal Financial Group sold 119,951 Jefferson Capital shares in Q3 2026, an estimated $2.46M.
Jefferson Capital made up 0.02% of Principal Financial Group's portfolio in Q3 2026, its #710 holding.
Principal Financial Group first reported a position in Jefferson Capital in Q2 2025 and has held it in 6 quarters since.
Principal Financial Group's Jefferson Capital position peaked at $33.3M in Q2 2026.
36 funds tracked by Wall St. Rank held Jefferson Capital as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.