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AlphaGrep UK’s Jefferies Financial Group JEF Stock Holding History

AlphaGrep UK’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 		$331K Sell
6,632
-5,264
-44% -$271K 0.1% 416
2026
Q1 		$491K Buy
11,896
+8,606
+262% +$447K 0.14% 254
2025
Q4 		$204K Buy
+3,290
New +$189K 0.07% 618

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AlphaGrep UK's JEF Position: Q2 2026 in Review

AlphaGrep UK reduced its Jefferies Financial Group (JEF) stake by 44% in Q2 2026, selling an estimated $271K and leaving 6,632 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #416.

AlphaGrep UK first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $491K in Q1 2026. 554 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • AlphaGrep UK held 6,632 shares of Jefferies Financial Group worth $331K as of Q2 2026.
  • AlphaGrep UK sold 5,264 Jefferies Financial Group shares in Q2 2026, an estimated $271K.
  • Jefferies Financial Group made up 0.1% of AlphaGrep UK's portfolio in Q2 2026, its #416 holding.
  • AlphaGrep UK first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • AlphaGrep UK's Jefferies Financial Group position peaked at $491K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.