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Aquatic Capital Management’s Jefferies Financial Group JEF Stock Holding History

Aquatic Capital Management’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 		$4.14M Buy
100,279
+98,625
+5,963% +$5.12M 0.12% 222
2025
Q4 		$102K Sell
1,654
-20,545
-93% -$1.18M ﹤0.01% 1165
2025
Q3 		$1.45M Sell
22,199
-51,113
-70% -$3.12M 0.03% 566
2025
Q2 		$4.01M Buy
+73,312
New +$3.63M 0.08% 292
2024
Q3 		– Sell
-30,200
Closed -$1.5M – 1346
2024
Q2 		$1.5M Sell
30,200
-25,500
-46% -$1.14M 0.06% 316
2024
Q1 		$2.46M Buy
55,700
+3,200
+6% +$133K 0.08% 228
2023
Q4 		$2.12M Buy
+52,500
New +$1.86M 0.05% 316
2023
Q3 		– Sell
-16,000
Closed -$531K – 1452
2023
Q2 		$531K Sell
16,000
-4,300
-21% -$134K 0.03% 437
2023
Q1 		$644K Sell
20,300
-1,457
-7% -$52.6K 0.04% 359
2022
Q4 		$713K Buy
+21,757
New +$723K 0.05% 409
2022
Q2 		– Sell
-2,720
Closed -$85K – 1390
2022
Q1 		$85K Buy
+2,720
New +$92.4K 0.13% 182

Other funds holding JEF

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aquatic Capital Management's JEF Position: Q1 2026 in Review

Aquatic Capital Management increased its Jefferies Financial Group (JEF) stake by 5,963% in Q1 2026, buying an estimated $5.12M and bringing the position to 100,279 shares worth $4.14M. The position accounts for 0.12% of the portfolio, ranked #222.

Aquatic Capital Management first reported a position in JEF in Q1 2022 and has held it in 11 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Aquatic Capital Management held 100,279 shares of Jefferies Financial Group worth $4.14M as of Q1 2026.
  • Aquatic Capital Management bought 98,625 Jefferies Financial Group shares in Q1 2026, an estimated $5.12M.
  • Jefferies Financial Group made up 0.12% of Aquatic Capital Management's portfolio in Q1 2026, its #222 holding.
  • Aquatic Capital Management first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 11 quarters since.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.