PAIM
JCAP

Punch & Associates Investment Management’s Jefferson Capital JCAP Stock Holding History

Punch & Associates Investment Management’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
Q2 		$28.2M Buy
1,446,818
+330,933
+30% +$6.17M 1.39% 22
2026
Q1 		$21.5M Buy
+1,115,885
New +$23.6M 1.24% 26

Other funds holding JCAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Punch & Associates Investment Management's JCAP Position: Q2 2026 in Review

Punch & Associates Investment Management increased its Jefferson Capital (JCAP) stake by 30% in Q2 2026, buying an estimated $6.17M and bringing the position to 1,446,818 shares worth $28.2M. The position accounts for 1.39% of the portfolio, ranked #22.

Punch & Associates Investment Management first reported a position in JCAP in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Punch & Associates Investment Management held 1,446,818 shares of Jefferson Capital worth $28.2M as of Q2 2026.
  • Punch & Associates Investment Management bought 330,933 Jefferson Capital shares in Q2 2026, an estimated $6.17M.
  • Jefferson Capital made up 1.39% of Punch & Associates Investment Management's portfolio in Q2 2026, its #22 holding.
  • Punch & Associates Investment Management first reported a position in Jefferson Capital in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.