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
2026 Q1	$1.65M	Buy	+40,000	New	+$2.08M	﹤0.01%	1869
2023 Q3	–	Sell	-140,000	Closed	-$4.64M	–	2500
2023 Q2	$4.64M	Buy	+140,000	New	+$4.37M	0.01%	1092
2023 Q1	–	Sell	-266,730	Closed	-$8.74M	–	2904
2022 Q4	$8.74M	Sell	266,730 -13,075	-5%	-$434K	0.02%	796
2022 Q3	$7.89M	Sell	279,805 -125,625	-31%	-$3.8M	0.02%	798
2022 Q2	$10.7M	Sell	405,430 -144,975	-26%	-$4.29M	0.03%	629
2022 Q1	$17.3M	Buy	+550,405	New	+$18.7M	0.05%	475
2020 Q2	–	Sell	-245,810	Closed	-$3.21M	–	1314
2020 Q1	$3.21M	Sell	245,810 -328,026	-57%	-$6.26M	0.04%	511
2019 Q4	$11.7M	Buy	+573,836	New	+$10.9M	0.07%	380
2019 Q1	–	Sell	-390,995	Closed	-$6.08M	–	1509
2018 Q4	$6.08M	Buy	+390,995	New	+$7.16M	0.04%	469

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 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.