1492 Capital Management’s Jefferies Financial Group JEF Stock Holding History

1492 Capital Management’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.45M	Buy	107,773 +12,802	+13%	+$664K	1.69%	17
2025 Q4	$5.89M	Buy	94,971 +1,528	+2%	+$87.6K	2.25%	12
2025 Q3	$6.11M	Buy	93,443 +5,790	+7%	+$353K	2.47%	7
2025 Q2	$4.79M	Buy	87,653 +38,431	+78%	+$1.9M	2.21%	14
2025 Q1	$2.64M	Sell	49,222 -48,063	-49%	-$3.26M	1.42%	25
2024 Q4	$7.63M	Sell	97,285 -1,328	-1%	-$95.5K	3.63%	2
2024 Q3	$6.07M	Sell	98,613 -1,448	-1%	-$82.1K	3.03%	5
2024 Q2	$4.98M	Sell	100,061 -536	-0.5%	-$24.1K	2.81%	8
2024 Q1	$4.44M	Buy	100,597 +6,215	+7%	+$259K	2.47%	10
2023 Q4	$3.81M	Buy	94,382 +33,244	+54%	+$1.18M	2.17%	13
2023 Q3	$2.24M	Buy	+61,138	New	+$2.19M	1.44%	26

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1492 Capital Management's JEF Position: Q1 2026 in Review

1492 Capital Management increased its Jefferies Financial Group (JEF) stake by 13% in Q1 2026, buying an estimated $664K and bringing the position to 107,773 shares worth $4.45M. The position accounts for 1.69% of the portfolio, ranked #17.

1492 Capital Management first reported a position in JEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.63M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

1492 Capital Management held 107,773 shares of Jefferies Financial Group worth $4.45M as of Q1 2026.
1492 Capital Management bought 12,802 Jefferies Financial Group shares in Q1 2026, an estimated $664K.
Jefferies Financial Group made up 1.69% of 1492 Capital Management's portfolio in Q1 2026, its #17 holding.
1492 Capital Management first reported a position in Jefferies Financial Group in Q3 2023 and has held it in 11 quarters since.
1492 Capital Management's Jefferies Financial Group position peaked at $7.63M in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on 1492 Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.