Advisory Research’s Jefferies Financial Group JEF Stock Holding History

Advisory 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 Q2	$2.91M	Sell	58,168 -1,870	-3%	-$96.4K	0.29%	63
2026 Q1	$2.48M	Buy	60,038 +26,385	+78%	+$1.37M	0.3%	65
2025 Q4	$2.09M	Sell	33,653 -2,007	-6%	-$115K	0.26%	71
2025 Q3	$2.33M	Hold	35,660	–	–	0.31%	71
2025 Q2	$1.95M	Buy	+35,660	New	+$1.77M	0.3%	71
2018 Q3	–	Sell	-173,629	Closed	-$3.54M	–	378
2018 Q2	$3.54M	Sell	173,629 -25,645	-13%	-$537K	0.06%	175
2018 Q1	$4.05M	Sell	199,274 -15,240	-7%	-$345K	0.07%	158
2017 Q4	$5.09M	Sell	214,514 -61,378	-22%	-$1.42M	0.08%	150
2017 Q3	$6.24M	Sell	275,892 -205,782	-43%	-$4.61M	0.1%	140
2017 Q2	$11.3M	Sell	481,674 -271,283	-36%	-$6.18M	0.18%	114
2017 Q1	$17.5M	Sell	752,957 -509,897	-40%	-$11.4M	0.26%	85
2016 Q4	$26.3M	Buy	1,262,854 +874,509	+225%	+$16.3M	0.39%	69
2016 Q3	$6.62M	Buy	+388,345	New	+$6.43M	0.11%	111
2016 Q2	–	Sell	-56,426	Closed	-$817K	–	261
2016 Q1	$817K	Sell	56,426 -1,394	-2%	-$19.6K	0.02%	189
2015 Q4	$900K	Sell	57,820 -6,356	-10%	-$106K	0.01%	200
2015 Q3	$1.16M	Sell	64,176 -8,795	-12%	-$177K	0.02%	202
2015 Q2	$1.59M	Sell	72,971 -716	-1%	-$15.3K	0.02%	196
2015 Q1	$1.47M	Sell	73,687 -68,233	-48%	-$1.41M	0.02%	211
2014 Q4	$2.85M	Buy	141,920 +68,214	+93%	+$1.41M	0.03%	181
2014 Q3	$1.57M	Sell	73,706 -3,746	-5%	-$84.4K	0.02%	220
2014 Q2	$1.82M	Sell	77,452 -4,842	-6%	-$112K	0.02%	209
2014 Q1	$2.06M	Sell	82,294 -1,159,594	-93%	-$28.6M	0.02%	188
2013 Q4	$31.5M	Sell	1,241,888 -1,551,834	-56%	-$39.3M	0.32%	78
2013 Q3	$68.1M	Sell	2,793,722 -766,329	-22%	-$18.3M	0.73%	49
2013 Q2	$83.6M	Buy	+3,560,051	New	+$93.6M	0.95%	35

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Research's JEF Position: Q2 2026 in Review

Advisory Research reduced its Jefferies Financial Group (JEF) stake by 3.1% in Q2 2026, selling an estimated $96.4K and leaving 58,168 shares worth $2.91M. The position accounts for 0.29% of the portfolio, ranked #63.

Advisory Research first reported a position in JEF in Q2 2013 and has held it in 25 quarters since. The position peaked at $83.6M in Q2 2013. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Advisory Research held 58,168 shares of Jefferies Financial Group worth $2.91M as of Q2 2026.
Advisory Research sold 1,870 Jefferies Financial Group shares in Q2 2026, an estimated $96.4K.
Jefferies Financial Group made up 0.29% of Advisory Research's portfolio in Q2 2026, its #63 holding.
Advisory Research first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 25 quarters since.
Advisory Research's Jefferies Financial Group position peaked at $83.6M in Q2 2013.
589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.