Rose Capital Advisors LLC’s Jefferies Financial Group JEF Stock Holding History

Rose Capital Advisors LLC’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	$1.28M	Buy	+25,657	New	+$1.32M	0.64%	34

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 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

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Rose Capital Advisors LLC's JEF Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 25,657 shares worth $1.28M. The stake represents 0.64% of the portfolio and ranks #34 among its holdings.

282 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Rose Capital Advisors LLC held 25,657 shares of Jefferies Financial Group worth $1.28M as of Q2 2026.
Jefferies Financial Group was a new Rose Capital Advisors LLC position in Q2 2026.
Jefferies Financial Group made up 0.64% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #34 holding.
282 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.