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AXQ Capital’s Jefferies Financial Group JEF Stock Holding History

AXQ Capital’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
-44,985
Closed -$1.86M – 1162
2026
Q1 		$1.86M Buy
+44,985
New +$2.33M 0.24% 118
2025
Q4 		– Sell
-4,169
Closed -$273K – 840
2025
Q3 		$273K Buy
+4,169
New +$254K 0.1% 350
2024
Q3 		– Sell
-31,041
Closed -$1.54M – 515
2024
Q2 		$1.54M Buy
31,041
+9,872
+47% +$443K 0.36% 92
2024
Q1 		$934K Buy
21,169
+7,400
+54% +$308K 0.22% 157
2023
Q4 		$556K Buy
+13,769
New +$487K 0.15% 246

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

AXQ Capital's JEF Position: Q2 2026 in Review

AXQ Capital sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 44,985 shares — an estimated $1.86M sold.

AXQ Capital first reported a position in JEF in Q4 2023 and held it in 5 quarters. The position peaked at $1.86M in Q1 2026. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • AXQ Capital reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • AXQ Capital sold 44,985 Jefferies Financial Group shares in Q2 2026, an estimated $1.86M.
  • AXQ Capital first reported a position in Jefferies Financial Group in Q4 2023 and held it in 5 quarters.
  • AXQ Capital's Jefferies Financial Group position peaked at $1.86M in Q1 2026.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.