STOCK TITAN

[SCHEDULE 13G/A] JELD-WEN Holding, Inc. Amended Passive Investment Disclosure

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Charles Schwab Investment Management Inc. amended its Schedule 13G to report beneficial ownership of 4,262,108 shares of JELD-WEN Holding, Inc. common stock, representing 4.94% of the class. The filing shows sole voting and dispositive power over those shares as of the reporting period and was signed on 05/13/2026.

This amendment states the filer holds under the 5% threshold for Schedule 13G reporting and lists the issuer CUSIP 47580P103. The filing supplies a precise ownership snapshot but does not describe any transactions, purchases, or dispositions in the excerpt.

Positive

  • None.

Negative

  • None.

Insights

Large passive holding reported: 4.94% beneficial ownership by an institutional manager.

The filing shows Charles Schwab Investment Management Inc. beneficially owns 4,262,108 shares with sole voting and dispositive power. The report is an ownership disclosure under Schedule 13G/A and indicates passive/investment-manager reporting rather than an active acquisition announcement.

Key dependencies include whether holdings change in subsequent filings; subsequent amendments or Form 13D/Form 4s would show active trading. Future filings will disclose any material shifts above the 5% threshold.

Amendment aligns with Schedule 13G rules for sub-5% institutional holdings.

The form lists citizenship as Delaware, sole voting/dispositive power of 4,262,108 shares and percent of class 4.94%. The signature date is 05/13/2026 and the reporting period reference appears 03/31/2026 on the cover.

Legal significance is disclosure-focused; no change to corporate governance or transaction obligations is implied by this amendment alone.

Beneficial ownership 4,262,108 shares Common Stock; CUSIP 47580P103
Percent of class 4.94% as reported on Schedule 13G/A
Sole voting power 4,262,108 shares as of reporting period
Sole dispositive power 4,262,108 shares as of reporting period
Reporting period date 03/31/2026 cover reporting period
Signature date 05/13/2026 form signed by Omar Aguilar, CEO
Schedule 13G/A regulatory
"Amendment No. 1 ) JELD-WEN Holding, Inc."
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial ownership financial
"Item 4. | Ownership (a) | Amount beneficially owned: 4262108"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"7 | Sole Dispositive Power 4,262,108.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What does Charles Schwab Investment Management report for JELD (JELD)?

It reports beneficial ownership of 4,262,108 shares of JELD-WEN common stock, representing 4.94% of the class, with sole voting and dispositive power over those shares.

What date does the Schedule 13G/A reference for JELD-WEN ownership?

The cover shows 03/31/2026 as the reporting period and the amendment is signed on 05/13/2026, indicating the ownership snapshot ties to the quarter-end date.

Does this filing indicate Charles Schwab bought or sold JELD shares?

No; the amendment discloses beneficial ownership levels and voting/dispositive power but does not disclose specific purchases or sales in the provided excerpt.

Why is the filing labeled a Schedule 13G/A instead of a 13D?

A Schedule 13G/A is used by institutional investors reporting passive holdings below certain thresholds; the amendment updates ownership details while indicating sub-5% beneficial ownership.





47580P103

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Signature:/s/ Omar Aguilar
Name/Title:Omar Aguilar/Chief Executive Officer
Date:05/13/2026