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Atomi Financial Group’s Jefferies Financial Group JEF Stock Holding History

Atomi Financial Group’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 		$262K Buy
5,252
+369
+8% +$19K 0.01% 1097
2026
Q1 		$202K Sell
4,883
-2,207
-31% -$115K 0.01% 1156
2025
Q4 		$439K Buy
7,090
+115
+2% +$6.59K 0.01% 754
2025
Q3 		$456K Buy
6,975
+987
+16% +$60.2K 0.01% 678
2025
Q2 		$327K Sell
5,988
-1,046
-15% -$51.8K 0.01% 769
2025
Q1 		$377K Buy
7,034
+22
+0.3% +$1.49K 0.02% 662
2024
Q4 		$550K Buy
7,012
+352
+5% +$25.3K 0.03% 444
2024
Q3 		$410K Buy
6,660
+1,261
+23% +$71.5K 0.03% 533
2024
Q2 		$269K Buy
5,399
+821
+18% +$36.8K 0.02% 623
2024
Q1 		$202K Buy
+4,578
New +$191K 0.02% 677

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

Atomi Financial Group's JEF Position: Q2 2026 in Review

Atomi Financial Group increased its Jefferies Financial Group (JEF) stake by 7.6% in Q2 2026, buying an estimated $19K and bringing the position to 5,252 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1097.

Atomi Financial Group first reported a position in JEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $550K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Atomi Financial Group held 5,252 shares of Jefferies Financial Group worth $262K as of Q2 2026.
  • Atomi Financial Group bought 369 Jefferies Financial Group shares in Q2 2026, an estimated $19K.
  • Jefferies Financial Group made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1097 holding.
  • Atomi Financial Group first reported a position in Jefferies Financial Group in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's Jefferies Financial Group position peaked at $550K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.