State Street
JCAP icon

State Street’s Jefferson Capital JCAP Stock Holding History

State Street’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 		$9.2M Buy
481,996
+9,585
+2% +$196K ﹤0.01% 2770
2026
Q2 		$9.2M Buy
472,411
+105,740
+29% +$1.97M ﹤0.01% 2772
2026
Q1 		$7.14M Buy
366,671
+186,718
+104% +$3.95M ﹤0.01% 2787
2025
Q4 		$4.02M Buy
179,953
+64,132
+55% +$1.3M ﹤0.01% 3088
2025
Q3 		$2M Buy
+115,821
New +$2.06M ﹤0.01% 3338

Other funds holding JCAP

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

State Street's JCAP Position: Q3 2026 in Review

State Street increased its Jefferson Capital (JCAP) stake by 2% in Q3 2026, buying an estimated $196K and bringing the position to 481,996 shares worth $9.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

State Street first reported a position in JCAP in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.2M in Q2 2026. 54 funds tracked by Wall St. Rank hold JCAP as of Q3 2026.

  • State Street held 481,996 shares of Jefferson Capital worth $9.2M as of Q3 2026.
  • State Street bought 9,585 Jefferson Capital shares in Q3 2026, an estimated $196K.
  • Jefferson Capital made up ﹤0.01% of State Street's portfolio in Q3 2026, its #2770 holding.
  • State Street first reported a position in Jefferson Capital in Q3 2025 and has held it in 5 quarters since.
  • State Street's Jefferson Capital position peaked at $9.2M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Jefferson Capital as of Q3 2026.

Based on State Street's 13F filing for Q3 2026, filed 12 Nov 2026.