Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Jefferies Financial Group Inc. (JEF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,586,501 1.53 Add 0.24% <0.01 $41.27 $106,744,896 SEC
2025   Q4 2,580,283 2.14 $61.97 $159,900,138 SEC
2025   Q3 2,580,283 2.37 $65.42 $168,802,114 SEC
2025   Q2 2,580,283 2.05 Reduce 0.02% <0.01 $54.69 $141,115,677 SEC
2025   Q1 2,580,823 2.24 Reduce 7.88% 0.25 $53.57 $138,254,688 SEC
2024   Q4 2,801,498 3.16 Reduce 28.43% 0.97 $78.40 $219,637,443 SEC
2024   Q3 3,914,280 3.41 Reduce 27.65% 1.03 $61.55 $240,923,934 SEC
2024   Q2 5,410,210 3.71 Reduce 0.19% <0.01 $49.76 $269,212,050 SEC
2024   Q1 5,420,370 3.41 Reduce 0.06% <0.01 $44.10 $239,038,317 SEC
2023   Q4 5,423,750 3.35 Reduce 0.09% <0.01 $40.41 $219,173,738 SEC
2023   Q3 5,428,660 3.18 Reduce 1.51% 0.04 $36.63 $198,851,816 SEC
2023   Q2 5,512,011 2.72 Reduce 1.64% 0.05 $33.17 $182,833,405 SEC
2023   Q1 5,603,701 2.81 Reduce 1.71% 0.05 $31.74 $177,861,470 SEC
2022   Q4 5,701,168 3.06 Reduce 0.75% 0.02 $34.28 $195,436,039 SEC
2022   Q3 5,744,478 2.73 Reduce 0.45% 0.01 $29.50 $169,462,000 SEC
2022   Q2 5,770,645 2.38 Add 0.12% <0.01 $27.62 $159,385,000 SEC
2022   Q1 5,763,735 2.44 Add 0.16% <0.01 $32.85 $189,339,000 SEC
2021   Q4 5,754,535 2.77 Reduce 15.34% 0.50 $38.80 $223,276,000 SEC
2021   Q3 6,797,577 3.28 Reduce 4.01% 0.12 $37.13 $252,394,000 SEC
2021   Q2 7,081,232 3.04 Reduce 0.71% 0.02 $34.20 $242,178,000 SEC
2021   Q1 7,131,784 2.92 Reduce 49.43% 2.21 $30.10 $214,667,000 SEC
2020   Q4 14,101,744 4.47 Reduce 18.11% 0.77 $24.60 $346,903,000 SEC
2020   Q3 17,221,091 4.27 Reduce 4.62% 0.17 $18.00 $309,980,000 SEC
2020   Q2 18,054,637 3.74 Reduce 4.94% 0.18 $15.55 $280,750,000 SEC
2020   Q1 18,992,051 3.63 Reduce 6.92% 0.28 $13.67 $259,621,000 SEC
2019   Q4 20,404,904 4.11 Reduce 1.37% 0.05 $21.37 $436,053,000 SEC
2019   Q3 20,687,959 3.55 Add 0.73% 0.03 $18.40 $380,658,000 SEC
2019   Q2 20,538,992 3.46 Add 0.40% 0.01 $19.23 $394,965,000 SEC
2019   Q1 20,457,362 3.38 Reduce 1.00% 0.03 $18.79 $384,394,000 SEC
2018   Q4 20,663,842 3.42 Add 6.32% 0.20 $17.36 $358,724,000 SEC
2018   Q3 19,436,161 3.10 Reduce 0.25% <0.01 $21.96 $426,818,000 SEC
2018   Q2 19,484,947 3.19 Buy 3.19 $22.74 $443,088,000 SEC