Summit Trail Advisors’s Janus Henderson JHG Stock Holding History

Summit Trail Advisors’s Portfolio JHG Stock Details JHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.55M	Buy	49,181 +10,403	+27%	+$538K	0.03%	448
2026 Q1	$1.99M	Buy	38,778 +6,225	+19%	+$308K	0.03%	530
2025 Q4	$1.55M	Sell	32,553 -1,596	-5%	-$70.6K	0.03%	568
2025 Q3	$1.52M	Buy	+34,149	New	+$1.47M	0.02%	596
2025 Q1	–	Sell	-9,538	Closed	-$406K	–	447
2024 Q4	$406K	Buy	+9,538	New	+$404K	0.02%	248
2018 Q3	–	Sell	-1,397	Closed	-$43K	–	368
2018 Q2	$43K	Buy	+1,397	New	+$44.7K	0.02%	314
2018 Q1	–	Sell	-1,752	Closed	-$70K	–	1075
2017 Q4	$70K	Buy	+1,752	New	+$63.2K	0.01%	727

Other funds holding JHG

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Trail Advisors's JHG Position: Q2 2026 in Review

Summit Trail Advisors increased its Janus Henderson (JHG) stake by 27% in Q2 2026, buying an estimated $538K and bringing the position to 49,181 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #448.

Summit Trail Advisors first reported a position in JHG in Q4 2017 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold JHG as of Q2 2026.

Summit Trail Advisors held 49,181 shares of Janus Henderson worth $2.55M as of Q2 2026.
Summit Trail Advisors bought 10,403 Janus Henderson shares in Q2 2026, an estimated $538K.
Janus Henderson made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #448 holding.
Summit Trail Advisors first reported a position in Janus Henderson in Q4 2017 and has held it in 7 quarters since.
416 funds tracked by Wall St. Rank held Janus Henderson as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.