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Altshuler Shaham’s Jefferies Financial Group JEF Stock Holding History

Altshuler Shaham’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 		$27.6K Buy
+552
New +$28.5K ﹤0.01% 279
2025
Q4 		– Sell
-422
Closed -$27.6K – 436
2025
Q3 		$27.6K Buy
422
+62
+17% +$3.78K ﹤0.01% 168
2025
Q2 		$19.7K Buy
+360
New +$17.8K ﹤0.01% 171
2024
Q2 		– Sell
-775
Closed -$34.2K – 327
2024
Q1 		$34.2K Sell
775
-383
-33% -$16K ﹤0.01% 118
2023
Q4 		$46.8K Buy
+1,158
New +$41K ﹤0.01% 118
2023
Q2 		– Sell
-3,240
Closed -$103K – 360
2023
Q1 		$103K Buy
3,240
+19
+0.6% +$686 ﹤0.01% 145
2022
Q4 		$106K Sell
3,221
-1,026
-24% -$34.1K ﹤0.01% 144
2022
Q3 		$118K Sell
4,247
-491
-10% -$14.9K ﹤0.01% 147
2022
Q2 		$125K Buy
4,738
+97
+2% +$2.87K ﹤0.01% 163
2022
Q1 		$146K Buy
4,641
+539
+13% +$18.3K ﹤0.01% 247
2021
Q4 		$152K Sell
4,102
-132
-3% -$5.08K ﹤0.01% 275
2021
Q3 		$151K Buy
4,234
+2,307
+120% +$77.2K ﹤0.01% 281
2021
Q2 		$63K Buy
+1,927
New +$58.8K ﹤0.01% 404
2020
Q2 		– Sell
-18
Closed – – 459
2020
Q1 		$0 Hold
18
– – ﹤0.01% 533
2019
Q4 		$0 Buy
18
+3
+20% +$57 ﹤0.01% 560
2019
Q3 		$0 Buy
+15
New +$267 ﹤0.01% 492

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

Altshuler Shaham's JEF Position: Q2 2026 in Review

Altshuler Shaham opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 552 shares worth $27.6K. The stake represents ﹤0.01% of the portfolio and ranks #279 among its holdings. This is a return to the name: Altshuler Shaham previously reported a position in JEF as recently as Q3 2025.

Altshuler Shaham first reported a position in JEF in Q3 2019 and has held it in 16 quarters since. The position peaked at $152K in Q4 2021. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Altshuler Shaham held 552 shares of Jefferies Financial Group worth $27.6K as of Q2 2026.
  • Jefferies Financial Group was a new Altshuler Shaham position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #279 holding.
  • Altshuler Shaham first reported a position in Jefferies Financial Group in Q3 2019 and has held it in 16 quarters since.
  • Altshuler Shaham's Jefferies Financial Group position peaked at $152K in Q4 2021.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.