AlphaQuest’s Jefferies Financial Group JEF Stock Holding History

AlphaQuest’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 Q1	–	Sell	-36,813	Closed	-$2.28M	–	1027
2025 Q4	$2.28M	Buy	36,813 +10,809	+42%	+$620K	0.13%	165
2025 Q3	$1.7M	Buy	26,004 +23,474	+928%	+$1.43M	0.11%	235
2025 Q2	$138K	Sell	2,530 -4,511	-64%	-$223K	0.01%	1311
2025 Q1	$377K	Buy	+7,041	New	+$478K	0.04%	662
2024 Q3	–	Sell	-15,849	Closed	-$789K	–	1935
2024 Q2	$789K	Sell	15,849 -38,950	-71%	-$1.75M	0.11%	306
2024 Q1	$2.42M	Buy	54,799 +10,606	+24%	+$442K	0.42%	10
2023 Q4	$1.79M	Buy	+44,193	New	+$1.56M	0.38%	18

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaQuest's JEF Position: Q1 2026 in Review

AlphaQuest sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 36,813 shares — an estimated $2.28M sold.

AlphaQuest first reported a position in JEF in Q4 2023 and held it in 7 quarters. The position peaked at $2.42M in Q1 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

AlphaQuest reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 36,813 Jefferies Financial Group shares in Q1 2026, an estimated $2.28M.
AlphaQuest first reported a position in Jefferies Financial Group in Q4 2023 and held it in 7 quarters.
AlphaQuest's Jefferies Financial Group position peaked at $2.42M in Q1 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.