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Alerus Financial’s Jefferies Financial Group JEF Stock Holding History

Alerus Financial’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 		$150 Hold
3
– – ﹤0.01% 497
2026
Q1 		$124 Sell
3
-445
-99% -$23.1K ﹤0.01% 499
2025
Q4 		$27.8K Sell
448
-50
-10% -$2.87K ﹤0.01% 276
2025
Q3 		$32.6K Sell
498
-80
-14% -$4.88K ﹤0.01% 288
2025
Q2 		$31.6K Buy
+578
New +$28.6K ﹤0.01% 274

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alerus Financial's JEF Position: Q2 2026 in Review

Alerus Financial held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 3 shares worth $150. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Alerus Financial first reported a position in JEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $32.6K in Q3 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Alerus Financial held 3 shares of Jefferies Financial Group worth $150 as of Q2 2026.
  • Alerus Financial left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #497 holding.
  • Alerus Financial first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Alerus Financial's Jefferies Financial Group position peaked at $32.6K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.