Alyeska Investment Group’s Jefferies Financial Group JEF Stock Holding History

Alyeska Investment Group’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	-3,972,352	Closed	-$246M	–	683
2025 Q4	$246M	Buy	3,972,352 +3,211,375	+422%	+$184M	0.7%	20
2025 Q3	$49.8M	Buy	+760,977	New	+$46.4M	0.15%	176
2025 Q2	–	Sell	-9,468	Closed	-$507K	–	619
2025 Q1	$507K	Buy	+9,468	New	+$643K	﹤0.01%	467
2024 Q4	–	Sell	-4,293	Closed	-$264K	–	610
2024 Q3	$264K	Sell	4,293 -1,297,600	-100%	-$73.6M	﹤0.01%	500
2024 Q2	$64.8M	Sell	1,301,893 -455,227	-26%	-$20.4M	0.37%	89
2024 Q1	$77.5M	Buy	1,757,120 +952,594	+118%	+$39.7M	0.48%	65
2023 Q4	$32.5M	Buy	804,526 +322,012	+67%	+$11.4M	0.22%	144
2023 Q3	$17.7M	Sell	482,514 -139,174	-22%	-$4.99M	0.12%	214
2023 Q2	$20.6M	Buy	+621,688	New	+$19.4M	0.15%	184

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alyeska Investment Group's JEF Position: Q1 2026 in Review

Alyeska Investment Group sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 3,972,352 shares — an estimated $246M sold.

Alyeska Investment Group first reported a position in JEF in Q2 2023 and held it in 9 quarters. The position peaked at $246M in Q4 2025. 562 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Alyeska Investment Group reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Alyeska Investment Group sold 3,972,352 Jefferies Financial Group shares in Q1 2026, an estimated $246M.
Alyeska Investment Group first reported a position in Jefferies Financial Group in Q2 2023 and held it in 9 quarters.
Alyeska Investment Group's Jefferies Financial Group position peaked at $246M in Q4 2025.
562 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Alyeska Investment Group's 13F filing for Q1 2026, filed 15 May 2026.