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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
Q2 		– Sell
-100,279
Closed -$4.14M – 1497
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 $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

Aquatic Capital Management's JEF Position: Q2 2026 in Review

Aquatic Capital Management sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 100,279 shares — an estimated $4.14M sold.

Aquatic Capital Management first reported a position in JEF in Q1 2022 and held it in 11 quarters. The position peaked at $4.14M in Q1 2026. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Aquatic Capital Management reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 100,279 Jefferies Financial Group shares in Q2 2026, an estimated $4.14M.
  • Aquatic Capital Management first reported a position in Jefferies Financial Group in Q1 2022 and held it in 11 quarters.
  • Aquatic Capital Management's Jefferies Financial Group position peaked at $4.14M in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.