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Americana Partners’s Jefferies Financial Group JEF Stock Holding History

Americana Partners’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 		$265K Buy
+5,309
New +$274K 0.01% 516
2025
Q1 		– Sell
-3,000
Closed -$235K – 399
2024
Q4 		$235K Sell
3,000
-561
-16% -$40.4K 0.01% 359
2024
Q3 		$219K Buy
+3,561
New +$202K 0.01% 344
2020
Q1 		– Sell
-403
Closed -$8K – 308
2019
Q4 		$8K Buy
+403
New +$7.62K ﹤0.01% 445

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 $3.38T AUM 44.17% 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

Americana Partners's JEF Position: Q2 2026 in Review

Americana Partners opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 5,309 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: Americana Partners previously reported a position in JEF as recently as Q4 2024.

Americana Partners first reported a position in JEF in Q4 2019 and has held it in 4 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Americana Partners held 5,309 shares of Jefferies Financial Group worth $265K as of Q2 2026.
  • Jefferies Financial Group was a new Americana Partners position in Q2 2026.
  • Jefferies Financial Group made up 0.01% of Americana Partners's portfolio in Q2 2026, its #516 holding.
  • Americana Partners first reported a position in Jefferies Financial Group in Q4 2019 and has held it in 4 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.