Jefferies Financial Group Inc. ASH ASHLAND INC

Ownership history in Jefferies Financial Group Inc.  ·  24 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported ASHLAND INC (ASH) in 24 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.73% in 2026 Q1. The latest visible filing shows ASH at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ASH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in ASHLAND INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ASH was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jefferies Financial Group Inc. held ASH — position size vs. price
% of Fund (quarterly)    ASH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,908,142 +8,142 +0.4% 0.73% $106.1M 2026-05-08 $55.01
2025 Q4 ADDED 1,900,000 +1,682,994 +775.6% 0.57% $111.5M 2026-02-09 $61.83
2025 Q3 ADDED 217,006 +171,149 +373.2% 0.05% $10.4M 2025-11-13 $52.33
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Jefferies Financial Group Inc. and ASH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning ASH?

Jefferies Financial Group Inc. reported ASH across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ASH position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for ASH was 0.73% in 2026 Q1.

What is the latest reported ASH position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 1,908,142 shares, equal to 0.73% of portfolio, with an estimated market value of $106.1M.

What does the chart on this ASH ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly ASH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jefferies Financial Group Inc. time their ASH position?

Based on 13F filing dates vs. subsequent ASH price moves, Jefferies Financial Group Inc. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on ASH relative to SPY over the holding period was -7.7%.

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