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

Alessandra 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
Q2 		$1.59M Sell
31,815
-6,308
-17% -$325K 1.13% 24
2026
Q1 		$1.57M Sell
38,123
-26,837
-41% -$1.39M 1.34% 21
2025
Q4 		$4.03M Buy
+64,960
New +$3.72M 3.58% 6

Other funds holding JEF

Assenagon Asset Management
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
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Alessandra Capital Management's JEF Position: Q2 2026 in Review

Alessandra Capital Management reduced its Jefferies Financial Group (JEF) stake by 17% in Q2 2026, selling an estimated $325K and leaving 31,815 shares worth $1.59M. The position accounts for 1.13% of the portfolio, ranked #24.

Alessandra Capital Management first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.03M in Q4 2025. 192 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Alessandra Capital Management held 31,815 shares of Jefferies Financial Group worth $1.59M as of Q2 2026.
  • Alessandra Capital Management sold 6,308 Jefferies Financial Group shares in Q2 2026, an estimated $325K.
  • Jefferies Financial Group made up 1.13% of Alessandra Capital Management's portfolio in Q2 2026, its #24 holding.
  • Alessandra Capital Management first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Alessandra Capital Management's Jefferies Financial Group position peaked at $4.03M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Alessandra Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.