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Artemis Investment Management’s Jefferies Financial Group JEF Stock Holding History

Artemis Investment 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 		– Sell
-984,103
Closed -$61M – 219
2025
Q4 		$61M Sell
984,103
-1,395,476
-59% -$80M 0.74% 52
2025
Q3 		$156M Buy
2,379,579
+1,087,393
+84% +$66.3M 1.94% 8
2025
Q2 		$70.7M Buy
1,292,186
+842,143
+187% +$41.7M 0.91% 26
2025
Q1 		$24.1M Sell
450,043
-944,762
-68% -$64.1M 0.37% 90
2024
Q4 		$109M Buy
1,394,805
+118,886
+9% +$8.55M 1.56% 10
2024
Q3 		$78.5M Buy
1,275,919
+106,076
+9% +$6.02M 1.2% 24
2024
Q2 		$58.2M Buy
+1,169,843
New +$52.5M 0.78% 37
2022
Q1 		– Sell
-1,762,417
Closed -$65.3M – 285
2021
Q4 		$65.3M Buy
1,762,417
+336,863
+24% +$13M 0.47% 58
2021
Q3 		$50.6M Buy
1,425,554
+659,358
+86% +$22.1M 0.4% 70
2021
Q2 		$25.1M Buy
766,196
+30,995
+4% +$946K 0.22% 134
2021
Q1 		$21.1M Buy
735,201
+151,414
+26% +$4.13M 0.2% 144
2020
Q4 		$13.7M Buy
+583,787
New +$12.3M 0.14% 171
2020
Q2 		– Sell
-584,867
Closed -$7.66K – 265
2020
Q1 		$7.66K Buy
+584,867
New +$11.2M 0.01% 149
2018
Q4 		– Sell
-790,212
Closed -$15.5M – 270
2018
Q3 		$15.5M Sell
790,212
-235,012
-23% -$4.9M 0.17% 147
2018
Q2 		$20.9M Buy
1,025,224
+423,327
+70% +$8.87M 0.28% 92
2018
Q1 		$12.2M Buy
601,897
+122,301
+26% +$2.77M 0.19% 128
2017
Q4 		$11.4M Buy
479,596
+179,158
+60% +$4.13M 0.19% 120
2017
Q3 		$6.79M Buy
300,438
+46,667
+18% +$1.05M 0.14% 151
2017
Q2 		$5.94M Sell
253,771
-86,899
-26% -$1.98M 0.14% 153
2017
Q1 		$7.93M Buy
+340,670
New +$7.62M 0.21% 112

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

Artemis Investment Management's JEF Position: Q1 2026 in Review

Artemis Investment Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 984,103 shares — an estimated $61M sold.

Artemis Investment Management first reported a position in JEF in Q1 2017 and held it in 20 quarters. The position peaked at $156M in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Artemis Investment Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Artemis Investment Management sold 984,103 Jefferies Financial Group shares in Q1 2026, an estimated $61M.
  • Artemis Investment Management first reported a position in Jefferies Financial Group in Q1 2017 and held it in 20 quarters.
  • Artemis Investment Management's Jefferies Financial Group position peaked at $156M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Artemis Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.