UBS AM’s Jefferson Capital JCAP Stock Holding History

UBS AM’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	$2.14K	Hold	110	–	–	﹤0.01%	3530
2026 Q1	$2.12K	Buy	110 +66	+150%	+$1.4K	﹤0.01%	3585
2025 Q4	$983	Buy	+44	New	+$889	﹤0.01%	3186

Other funds holding JCAP

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

UBS AM's JCAP Position: Q2 2026 in Review

UBS AM held its Jefferson Capital (JCAP) position steady in Q2 2026 at 110 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3530.

UBS AM first reported a position in JCAP in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

UBS AM held 110 shares of Jefferson Capital worth $2.14K as of Q2 2026.
UBS AM left its Jefferson Capital share count unchanged in Q2 2026.
Jefferson Capital made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3530 holding.
UBS AM first reported a position in Jefferson Capital in Q4 2025 and has held it in 3 quarters since.
113 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.