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

Aster 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 		– Sell
-334
Closed -$20.7K – 1093
2025
Q4 		$20.7K Sell
334
-5,913
-95% -$339K 0.01% 624
2025
Q3 		$409K Buy
6,247
+3,031
+94% +$185K 0.21% 128
2025
Q2 		$176K Buy
3,216
+2,734
+567% +$135K 0.04% 403
2025
Q1 		$31.9K Buy
+482
New +$32.7K 0.01% 911
2024
Q4 		– Sell
-24,854
Closed -$1.53M – 1312
2024
Q3 		$1.53M Buy
+24,854
New +$1.41M 0.33% 74

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

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

Aster Capital Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 334 shares — an estimated $20.7K sold.

Aster Capital Management first reported a position in JEF in Q3 2024 and held it in 5 quarters. The position peaked at $1.53M in Q3 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Aster Capital Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Aster Capital Management sold 334 Jefferies Financial Group shares in Q1 2026, an estimated $20.7K.
  • Aster Capital Management first reported a position in Jefferies Financial Group in Q3 2024 and held it in 5 quarters.
  • Aster Capital Management's Jefferies Financial Group position peaked at $1.53M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

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