Baker Avenue Asset Management’s Jefferies Financial Group JEF Stock Holding History

Baker Avenue Asset 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	$531K	Buy	10,633 +2,971	+39%	+$153K	0.01%	475
2026 Q1	$316K	Buy	+7,662	New	+$398K	0.01%	596
2023 Q4	–	Sell	-104	Closed	-$3.81K	–	941
2023 Q3	$3.81K	Buy	104 +52	+100%	+$1.86K	﹤0.01%	1000
2023 Q2	$1.73K	Buy	52 +17	+49%	+$531	﹤0.01%	1022
2023 Q1	$1.11K	Sell	35 -2	-5%	-$72	﹤0.01%	1146
2022 Q4	$1.2K	Buy	+37	New	+$1.23K	﹤0.01%	1046
2014 Q1	–	Sell	-9,443	Closed	-$240K	–	237
2013 Q4	$240K	Sell	9,443 -702	-7%	-$17.8K	0.05%	206
2013 Q3	$247K	Buy	+10,145	New	+$243K	0.05%	182

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Avenue Asset Management's JEF Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Jefferies Financial Group (JEF) stake by 39% in Q2 2026, buying an estimated $153K and bringing the position to 10,633 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #475.

Baker Avenue Asset Management first reported a position in JEF in Q3 2013 and has held it in 8 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Baker Avenue Asset Management held 10,633 shares of Jefferies Financial Group worth $531K as of Q2 2026.
Baker Avenue Asset Management bought 2,971 Jefferies Financial Group shares in Q2 2026, an estimated $153K.
Jefferies Financial Group made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #475 holding.
Baker Avenue Asset Management first reported a position in Jefferies Financial Group in Q3 2013 and has held it in 8 quarters since.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.