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ACR Alpine Capital Research’s Jefferies Financial Group JEF Stock Holding History

ACR Alpine Capital Research’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 		$5.15M Buy
124,770
+29,012
+30% +$1.51M 0.08% 25
2025
Q4 		$5.93M Buy
95,758
+42,406
+79% +$2.43M 0.09% 25
2025
Q3 		$3.49M Buy
53,352
+72
+0.1% +$4.39K 0.06% 26
2025
Q2 		$2.91M Buy
53,280
+17,125
+47% +$848K 0.05% 27
2025
Q1 		$1.94M Sell
36,155
-70,659
-66% -$4.8M 0.04% 31
2024
Q4 		$8.37M Sell
106,814
-36,534
-25% -$2.63M 0.18% 21
2024
Q3 		$8.82M Sell
143,348
-96,848
-40% -$5.49M 0.26% 18
2024
Q2 		$12M Buy
240,196
+2,815
+1% +$126K 0.37% 16
2024
Q1 		$10.5M Buy
237,381
+5,652
+2% +$235K 0.32% 17
2023
Q4 		$9.36M Buy
231,729
+8,474
+4% +$300K 0.32% 18
2023
Q3 		$8.18M Buy
223,255
+12,225
+6% +$438K 0.32% 15
2023
Q2 		$7M Sell
211,030
-9,782
-4% -$305K 0.26% 17
2023
Q1 		$7.01M Sell
220,812
-26,085
-11% -$942K 0.29% 17
2022
Q4 		$8.09M Sell
246,897
-4,067
-2% -$135K 0.36% 18
2022
Q3 		$7.08M Buy
250,964
+1,070
+0.4% +$32.4K 0.35% 16
2022
Q2 		$6.6M Buy
249,894
+13,586
+6% +$402K 0.3% 15
2022
Q1 		$7.42M Buy
236,308
+25,178
+12% +$855K 0.37% 15
2021
Q4 		$7.83M Buy
211,130
+10,139
+5% +$390K 0.42% 15
2021
Q3 		$7.13M Buy
200,991
+12,504
+7% +$418K 0.4% 15
2021
Q2 		$6.16M Buy
188,487
+20,758
+12% +$633K 0.34% 15
2021
Q1 		$4.83M Sell
167,729
-5,465
-3% -$149K 0.26% 18
2020
Q4 		$4.07M Sell
173,194
-14,918
-8% -$313K 0.23% 20
2020
Q3 		$3.24M Sell
188,112
-396
-0.2% -$6.48K 0.23% 22
2020
Q2 		$2.8M Sell
188,508
-29,314
-13% -$393K 0.19% 21
2020
Q1 		$2.85M Sell
217,822
-13,284
-6% -$254K 0.19% 21
2019
Q4 		$4.72M Sell
231,106
-1,050
-0.5% -$19.9K 0.25% 17
2019
Q3 		$4.08M Sell
232,156
-6,631
-3% -$118K 0.21% 19
2019
Q2 		$4.11M Sell
238,787
-24,897
-9% -$427K 0.22% 19
2019
Q1 		$4.43M Buy
263,684
+6,860
+3% +$121K 0.23% 18
2018
Q4 		$3.99M Buy
256,824
+11,078
+5% +$203K 0.2% 19
2018
Q3 		$4.83M Buy
+245,746
New +$5.12M 0.26% 17

Other funds holding JEF

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACR Alpine Capital Research's JEF Position: Q1 2026 in Review

ACR Alpine Capital Research increased its Jefferies Financial Group (JEF) stake by 30% in Q1 2026, buying an estimated $1.51M and bringing the position to 124,770 shares worth $5.15M. The position accounts for 0.08% of the portfolio, ranked #25.

ACR Alpine Capital Research first reported a position in JEF in Q3 2018 and has held it in 31 quarters since. The position peaked at $12M in Q2 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • ACR Alpine Capital Research held 124,770 shares of Jefferies Financial Group worth $5.15M as of Q1 2026.
  • ACR Alpine Capital Research bought 29,012 Jefferies Financial Group shares in Q1 2026, an estimated $1.51M.
  • Jefferies Financial Group made up 0.08% of ACR Alpine Capital Research's portfolio in Q1 2026, its #25 holding.
  • ACR Alpine Capital Research first reported a position in Jefferies Financial Group in Q3 2018 and has held it in 31 quarters since.
  • ACR Alpine Capital Research's Jefferies Financial Group position peaked at $12M in Q2 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on ACR Alpine Capital Research's 13F filing for Q1 2026, filed 30 Apr 2026.