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Algert Global’s Jefferies Financial Group JEF Stock Holding History

Algert Global’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 		$13.7M Buy
275,086
+24,415
+10% +$1.26M 0.16% 180
2026
Q1 		$10.3M Buy
250,671
+69,001
+38% +$3.58M 0.16% 198
2025
Q4 		$11.3M Buy
181,670
+4,790
+3% +$275K 0.18% 161
2025
Q3 		$11.6M Buy
176,880
+44,454
+34% +$2.71M 0.19% 152
2025
Q2 		$7.24M Buy
+132,426
New +$6.56M 0.15% 218
2025
Q1 		– Sell
-9,748
Closed -$764K – 1260
2024
Q4 		$764K Sell
9,748
-115,134
-92% -$8.28M 0.02% 841
2024
Q3 		$7.69M Sell
124,882
-21,583
-15% -$1.22M 0.21% 132
2024
Q2 		$7.29M Buy
146,465
+16,531
+13% +$742K 0.24% 98
2024
Q1 		$5.73M Sell
129,934
-3,694
-3% -$154K 0.22% 128
2023
Q4 		$5.4M Buy
133,628
+13,593
+11% +$481K 0.22% 121
2023
Q3 		$4.4M Buy
120,035
+25,040
+26% +$897K 0.21% 143
2023
Q2 		$3.15M Buy
94,995
+41,944
+79% +$1.31M 0.14% 229
2023
Q1 		$1.68M Buy
53,051
+4,941
+10% +$179K 0.08% 407
2022
Q4 		$1.58M Sell
48,110
-62,791
-57% -$2.09M 0.09% 381
2022
Q3 		$3.13M Buy
110,901
+18,058
+19% +$547K 0.19% 144
2022
Q2 		$2.45M Buy
92,843
+4,686
+5% +$139K 0.18% 129
2022
Q1 		$2.77M Buy
88,157
+80,688
+1,080% +$2.74M 0.18% 135
2021
Q4 		$277K Sell
7,469
-11,119
-60% -$428K 0.03% 763
2021
Q3 		$660K Buy
+18,588
New +$622K 0.09% 426

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

Algert Global's JEF Position: Q2 2026 in Review

Algert Global increased its Jefferies Financial Group (JEF) stake by 9.7% in Q2 2026, buying an estimated $1.26M and bringing the position to 275,086 shares worth $13.7M. The position accounts for 0.16% of the portfolio, ranked #180.

Algert Global first reported a position in JEF in Q3 2021 and has held it in 19 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Algert Global held 275,086 shares of Jefferies Financial Group worth $13.7M as of Q2 2026.
  • Algert Global bought 24,415 Jefferies Financial Group shares in Q2 2026, an estimated $1.26M.
  • Jefferies Financial Group made up 0.16% of Algert Global's portfolio in Q2 2026, its #180 holding.
  • Algert Global first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 19 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.