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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
Q2 		$586K Buy
+11,716
New +$604K 0.12% 235
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 $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 $3.37T AUM 44.26% 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

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

Aster Capital Management opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 11,716 shares worth $586K. The stake represents 0.12% of the portfolio and ranks #235 among its holdings. This is a return to the name: Aster Capital Management previously reported a position in JEF as recently as Q4 2025.

Aster Capital Management first reported a position in JEF in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q3 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Aster Capital Management held 11,716 shares of Jefferies Financial Group worth $586K as of Q2 2026.
  • Jefferies Financial Group was a new Aster Capital Management position in Q2 2026.
  • Jefferies Financial Group made up 0.12% of Aster Capital Management's portfolio in Q2 2026, its #235 holding.
  • Aster Capital Management first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 6 quarters since.
  • Aster Capital Management's Jefferies Financial Group position peaked at $1.53M in Q3 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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