State Street
JCAP

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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street's JCAP Position: Q1 2026 in Review

State Street increased its Jefferson Capital (JCAP) stake by 104% in Q1 2026, buying an estimated $3.95M and bringing the position to 366,671 shares worth $7.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

State Street first reported a position in JCAP in Q3 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • State Street held 366,671 shares of Jefferson Capital worth $7.14M as of Q1 2026.
  • State Street bought 186,718 Jefferson Capital shares in Q1 2026, an estimated $3.95M.
  • Jefferson Capital made up ﹤0.01% of State Street's portfolio in Q1 2026, its #2787 holding.
  • State Street first reported a position in Jefferson Capital in Q3 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.