Balyasny Asset Management
JEF icon

Balyasny Asset Management’s Jefferies Financial Group JEF Stock Holding History

Balyasny 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
2025
Q3 		– Sell
-60,000
Closed -$3.28M – 3187
2025
Q2 		$3.28M Sell
60,000
-51,100
-46% -$2.53M ﹤0.01% 1495
2025
Q1 		$5.95M Buy
+111,100
New +$7.54M 0.01% 1164

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's JEF Position: Q1 2026 in Review

Balyasny Asset Management increased its Jefferies Financial Group (JEF) stake by 24% in Q1 2026, buying an estimated $5.25M and bringing the position to 528,584 shares worth $21.8M. The position accounts for 0.03% of the portfolio, ranked #653.

Balyasny Asset Management first reported a position in JEF in Q1 2016 and has held it in 25 quarters since. The position peaked at $58.1M in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Balyasny Asset Management held 528,584 shares of Jefferies Financial Group worth $21.8M as of Q1 2026.
  • Balyasny Asset Management bought 101,219 Jefferies Financial Group shares in Q1 2026, an estimated $5.25M.
  • Jefferies Financial Group made up 0.03% of Balyasny Asset Management's portfolio in Q1 2026, its #653 holding.
  • Balyasny Asset Management first reported a position in Jefferies Financial Group in Q1 2016 and has held it in 25 quarters since.
  • Balyasny Asset Management's Jefferies Financial Group position peaked at $58.1M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.