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Amalgamated Bank’s Jefferies Financial Group JEF Stock Holding History

Amalgamated Bank’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 		$3.59M Sell
71,849
-3,036
-4% -$157K 0.02% 571
2026
Q1 		$3.09M Buy
74,885
+1,505
+2% +$78.1K 0.02% 617
2025
Q4 		$4.55M Sell
73,380
-2,430
-3% -$139K 0.03% 461
2025
Q3 		$4.96M Buy
75,810
+1,056
+1% +$64.4K 0.04% 418
2025
Q2 		$4.09M Sell
74,754
-1,310
-2% -$64.9K 0.03% 479
2025
Q1 		$4.08M Sell
76,064
-2,764
-4% -$188K 0.03% 447
2024
Q4 		$6.18M Sell
78,828
-182
-0.2% -$13.1K 0.05% 304
2024
Q3 		$4.86M Sell
79,010
-7,958
-9% -$451K 0.04% 397
2024
Q2 		$4.33M Sell
86,968
-13,891
-14% -$623K 0.04% 493
2024
Q1 		$4.45M Sell
100,859
-8,369
-8% -$349K 0.04% 510
2023
Q4 		$4.41M Sell
109,228
-11,609
-10% -$411K 0.04% 543
2023
Q3 		$4.43M Sell
120,837
-2,954
-2% -$106K 0.04% 497
2023
Q2 		$4.11M Sell
123,791
-3,559
-3% -$111K 0.03% 540
2023
Q1 		$4.04M Sell
127,350
-48,407
-28% -$1.75M 0.03% 545
2022
Q4 		$5.76M Buy
175,757
+32,716
+23% +$1.09M 0.05% 396
2022
Q3 		$4.03M Sell
143,041
-19,542
-12% -$591K 0.04% 484
2022
Q2 		$4.29M Buy
162,583
+18,365
+13% +$543K 0.04% 492
2022
Q1 		$4.53M Sell
144,218
-7,383
-5% -$251K 0.04% 535
2021
Q4 		$5.62M Sell
151,601
-34,713
-19% -$1.34M 0.04% 447
2021
Q3 		$6.61M Sell
186,314
-16,545
-8% -$554K 0.06% 351
2021
Q2 		$6.63M Buy
202,859
+174,102
+605% +$5.31M 0.05% 377
2021
Q1 		$828K Sell
28,757
-1,165
-4% -$31.8K 0.03% 685
2020
Q4 		$704K Sell
29,922
-1,451
-5% -$30.4K 0.03% 764
2020
Q3 		$540K Sell
31,373
-221
-0.7% -$3.62K 0.02% 798
2020
Q2 		$470K Sell
31,594
-30,049
-49% -$403K 0.02% 871
2020
Q1 		$806K Sell
61,643
-2,761
-4% -$52.7K 0.02% 698
2019
Q4 		$1.32M Buy
64,404
+8,609
+15% +$163K 0.02% 690
2019
Q3 		$981K Sell
55,795
-6,008
-10% -$107K 0.02% 756
2019
Q2 		$1.06M Buy
61,803
+19,660
+47% +$337K 0.02% 728
2019
Q1 		$709K Buy
42,143
+1,125
+3% +$19.9K 0.02% 843
2018
Q4 		$637K Sell
41,018
-1,710
-4% -$31.3K 0.02% 820
2018
Q3 		$840K Sell
42,728
-1,949
-4% -$40.6K 0.02% 763
2018
Q2 		$909K Sell
44,677
-1,942
-4% -$40.7K 0.02% 792
2018
Q1 		$949K Buy
46,619
+774
+2% +$17.5K 0.03% 724
2017
Q4 		$1.09M Buy
45,845
+4,030
+10% +$92.9K 0.03% 671
2017
Q3 		$945K Buy
41,815
+628
+2% +$14.1K 0.03% 682
2017
Q2 		$964K Buy
41,187
+15,499
+60% +$353K 0.03% 669
2017
Q1 		$598K Buy
25,688
+1,487
+6% +$33.2K 0.03% 733
2016
Q4 		$504K Buy
24,201
+6,964
+40% +$130K 0.02% 826
2016
Q3 		$294K Sell
17,237
-52
-0.3% -$862 0.02% 1029
2016
Q2 		$291K Buy
17,289
+3,927
+29% +$60K 0.02% 1037
2016
Q1 		$193K Buy
+13,362
New +$188K 0.02% 1159
2015
Q4 		– Sell
-12,998
Closed -$236K – 1245
2015
Q3 		$236K Buy
12,998
+539
+4% +$10.8K 0.02% 1051
2015
Q2 		$271K Sell
12,459
-495
-4% -$10.6K 0.03% 1040
2015
Q1 		$258K Buy
+12,954
New +$268K 0.03% 759
2014
Q4 		– Sell
-11,206
Closed -$239K – 865
2014
Q3 		$239K Buy
11,206
+189
+2% +$4.26K 0.04% 711
2014
Q2 		$259K Buy
11,017
+2,890
+36% +$67.1K 0.04% 680
2014
Q1 		$204K Sell
8,127
-157
-2% -$3.87K 0.04% 755
2013
Q4 		$210K Buy
+8,284
New +$210K 0.04% 748

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Amalgamated Bank's JEF Position: Q2 2026 in Review

Amalgamated Bank reduced its Jefferies Financial Group (JEF) stake by 4.1% in Q2 2026, selling an estimated $157K and leaving 71,849 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #571.

Amalgamated Bank first reported a position in JEF in Q4 2013 and has held it in 49 quarters since. The position peaked at $6.63M in Q2 2021. 283 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Amalgamated Bank held 71,849 shares of Jefferies Financial Group worth $3.59M as of Q2 2026.
  • Amalgamated Bank sold 3,036 Jefferies Financial Group shares in Q2 2026, an estimated $157K.
  • Jefferies Financial Group made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #571 holding.
  • Amalgamated Bank first reported a position in Jefferies Financial Group in Q4 2013 and has held it in 49 quarters since.
  • Amalgamated Bank's Jefferies Financial Group position peaked at $6.63M in Q2 2021.
  • 283 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.