Wellington Management Group
JCAP

Wellington Management Group’s Jefferson Capital JCAP Stock Holding History

Wellington Management Group’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 		$45.2M Sell
2,321,550
-949,416
-29% -$17.7M 0.01% 783
2026
Q1 		$62.9M Buy
3,270,966
+1,453,927
+80% +$30.8M 0.01% 659
2025
Q4 		$40.6M Buy
1,817,039
+715,258
+65% +$14.5M 0.01% 796
2025
Q3 		$19M Buy
+1,101,781
New +$19.6M ﹤0.01% 1042

Other funds holding JCAP

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 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

Wellington Management Group's JCAP Position: Q2 2026 in Review

Wellington Management Group reduced its Jefferson Capital (JCAP) stake by 29% in Q2 2026, selling an estimated $17.7M and leaving 2,321,550 shares worth $45.2M. The position accounts for 0.01% of the portfolio, ranked #783.

Wellington Management Group first reported a position in JCAP in Q3 2025 and has held it in 4 quarters since. The position peaked at $62.9M in Q1 2026. 112 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Wellington Management Group held 2,321,550 shares of Jefferson Capital worth $45.2M as of Q2 2026.
  • Wellington Management Group sold 949,416 Jefferson Capital shares in Q2 2026, an estimated $17.7M.
  • Jefferson Capital made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #783 holding.
  • Wellington Management Group first reported a position in Jefferson Capital in Q3 2025 and has held it in 4 quarters since.
  • Wellington Management Group's Jefferson Capital position peaked at $62.9M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.