AlphaGrep UK
JEF icon

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
Q3 		$622K Buy
13,591
+6,959
+105% +$368K 0.19% 147
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 $6.79T AUM 37.06% 1-Year Est. Return
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AlphaGrep UK's JEF Position: Q3 2026 in Review

AlphaGrep UK increased its Jefferies Financial Group (JEF) stake by 105% in Q3 2026, buying an estimated $368K and bringing the position to 13,591 shares worth $622K. The position accounts for 0.19% of the portfolio, ranked #147.

AlphaGrep UK first reported a position in JEF in Q4 2025 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • AlphaGrep UK held 13,591 shares of Jefferies Financial Group worth $622K as of Q3 2026.
  • AlphaGrep UK bought 6,959 Jefferies Financial Group shares in Q3 2026, an estimated $368K.
  • Jefferies Financial Group made up 0.19% of AlphaGrep UK's portfolio in Q3 2026, its #147 holding.
  • AlphaGrep UK first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.