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Azora Capital LP’s Jefferies Financial Group JEF Stock Holding History

Azora Capital LP’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 		$10.6M Buy
+211,758
New +$10.9M 0.45% 39
2024
Q1 		– Sell
-134,107
Closed -$5.42M – 60
2023
Q4 		$5.42M Buy
+134,107
New +$4.74M 0.47% 37
2023
Q2 		– Sell
-525,252
Closed -$16.7M – 39
2023
Q1 		$16.7M Buy
+525,252
New +$19M 2.43% 18

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

Azora Capital LP's JEF Position: Q2 2026 in Review

Azora Capital LP opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 211,758 shares worth $10.6M. The stake represents 0.45% of the portfolio and ranks #39 among its holdings. This is a return to the name: Azora Capital LP previously reported a position in JEF as recently as Q4 2023.

Azora Capital LP first reported a position in JEF in Q1 2023 and has held it in 3 quarters since. The position peaked at $16.7M in Q1 2023. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Azora Capital LP held 211,758 shares of Jefferies Financial Group worth $10.6M as of Q2 2026.
  • Jefferies Financial Group was a new Azora Capital LP position in Q2 2026.
  • Jefferies Financial Group made up 0.45% of Azora Capital LP's portfolio in Q2 2026, its #39 holding.
  • Azora Capital LP first reported a position in Jefferies Financial Group in Q1 2023 and has held it in 3 quarters since.
  • Azora Capital LP's Jefferies Financial Group position peaked at $16.7M in Q1 2023.
  • 589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Azora Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.