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AlphaCore Capital’s Jefferies Financial Group JEF Stock Holding History

AlphaCore Capital’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 		$2.47M Buy
49,416
+5,666
+13% +$292K 0.05% 276
2026
Q1 		$1.81M Buy
43,750
+656
+2% +$34K 0.04% 271
2025
Q4 		$2.67M Buy
43,094
+1,851
+4% +$106K 0.06% 231
2025
Q3 		$2.7M Buy
41,243
+127
+0.3% +$7.75K 0.09% 170
2025
Q2 		$2.25M Buy
41,116
+387
+1% +$19.2K 0.09% 175
2025
Q1 		$2.18M Buy
40,729
+576
+1% +$39.1K 0.19% 109
2024
Q4 		$3.15M Sell
40,153
-229
-0.6% -$16.5K 0.68% 26
2024
Q3 		$2.49M Sell
40,382
-190
-0.5% -$10.8K 0.56% 33
2024
Q2 		$2.02M Buy
40,572
+11
+0% +$494 0.49% 37
2024
Q1 		$1.79M Buy
40,561
+13
+0% +$541 0.48% 38
2023
Q4 		$1.64M Buy
40,548
+14
+0% +$495 0.24% 69
2023
Q3 		$1.48M Buy
40,534
+15
+0% +$537 0.23% 71
2023
Q2 		$1.34M Buy
+40,519
New +$1.26M 0.22% 80
2020
Q3 		– Sell
-2,092
Closed -$31K – 67
2020
Q2 		$31K Sell
2,092
-131
-6% -$1.75K 0.03% 50
2020
Q1 		$29K Sell
2,223
-23,430
-91% -$447K 0.02% 134
2019
Q4 		$524K Buy
+25,653
New +$485K 0.32% 36

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

AlphaCore Capital's JEF Position: Q2 2026 in Review

AlphaCore Capital increased its Jefferies Financial Group (JEF) stake by 13% in Q2 2026, buying an estimated $292K and bringing the position to 49,416 shares worth $2.47M. The position accounts for 0.05% of the portfolio, ranked #276.

AlphaCore Capital first reported a position in JEF in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.15M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • AlphaCore Capital held 49,416 shares of Jefferies Financial Group worth $2.47M as of Q2 2026.
  • AlphaCore Capital bought 5,666 Jefferies Financial Group shares in Q2 2026, an estimated $292K.
  • Jefferies Financial Group made up 0.05% of AlphaCore Capital's portfolio in Q2 2026, its #276 holding.
  • AlphaCore Capital first reported a position in Jefferies Financial Group in Q4 2019 and has held it in 16 quarters since.
  • AlphaCore Capital's Jefferies Financial Group position peaked at $3.15M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.