BCA
JEF icon

Bay Colony Advisors’s Jefferies Financial Group JEF Stock Holding History

Bay Colony Advisors’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 		$473K Buy
9,466
+4
+0% +$206 0.05% 276
2026
Q1 		$390K Buy
9,462
+30
+0.3% +$1.56K 0.05% 318
2025
Q4 		$585K Sell
9,432
-94
-1% -$5.39K 0.07% 249
2025
Q3 		$623K Buy
9,526
+66
+0.7% +$4.03K 0.07% 243
2025
Q2 		$517K Buy
9,460
+10
+0.1% +$495 0.07% 235
2025
Q1 		$493K Buy
9,450
+103
+1% +$6.99K 0.08% 246
2024
Q4 		$733K Sell
9,347
-28
-0.3% -$2.01K 0.11% 188
2024
Q3 		$577K Hold
9,375
– – 0.09% 222
2024
Q2 		$467K Hold
9,375
– – 0.08% 224
2024
Q1 		$413K Hold
9,375
– – 0.07% 236
2023
Q4 		$379K Buy
9,375
+1,800
+24% +$63.7K 0.07% 243
2023
Q3 		$277K Sell
7,575
-10,598
-58% -$380K 0.07% 255
2023
Q2 		$603K Buy
18,173
+1,674
+10% +$52.2K 0.15% 146
2023
Q1 		$511K Sell
16,499
-13,360
-45% -$483K 0.13% 154
2022
Q4 		$979K Buy
29,859
+784
+3% +$26.1K 0.26% 101
2022
Q3 		$820K Hold
29,075
– – 0.24% 101
2022
Q2 		$905K Sell
29,075
-12,312
-30% -$364K 0.23% 109
2022
Q1 		$1.3M Sell
41,387
-48,778
-54% -$1.66M 0.31% 82
2021
Q4 		$3.35M Sell
90,165
-45
-0% -$1.73K 0.96% 11
2021
Q3 		$3.2M Buy
90,210
+42
+0% +$1.41K 1.05% 8
2021
Q2 		$2.95M Buy
90,168
+3,042
+3% +$92.8K 0.98% 11
2021
Q1 		$2.51M Sell
87,126
-1,569
-2% -$42.8K 0.96% 16
2020
Q4 		$2.09M Buy
88,695
+7,322
+9% +$154K 1.11% 11
2020
Q3 		$1.4M Sell
81,373
-523
-0.6% -$8.56K 0.87% 23
2020
Q2 		$1.22M Buy
81,896
+23,271
+40% +$312K 0.88% 27
2020
Q1 		$766K Buy
58,625
+51
+0.1% +$974 0.69% 47
2019
Q4 		$1.24M Buy
58,574
+262
+0.4% +$4.96K 0.81% 25
2019
Q3 		$1.03M Buy
+58,312
New +$1.04M 0.7% 35
2018
Q3 		– Sell
-5,362
Closed -$109K – 569
2018
Q2 		$109K Buy
+5,362
New +$112K 0.08% 241

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

Bay Colony Advisors's JEF Position: Q2 2026 in Review

Bay Colony Advisors increased its Jefferies Financial Group (JEF) stake by 0.04% in Q2 2026, buying an estimated $206 and bringing the position to 9,466 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #276.

Bay Colony Advisors first reported a position in JEF in Q2 2018 and has held it in 29 quarters since. The position peaked at $3.35M in Q4 2021. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Bay Colony Advisors held 9,466 shares of Jefferies Financial Group worth $473K as of Q2 2026.
  • Bay Colony Advisors bought 4 Jefferies Financial Group shares in Q2 2026, an estimated $206.
  • Jefferies Financial Group made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #276 holding.
  • Bay Colony Advisors first reported a position in Jefferies Financial Group in Q2 2018 and has held it in 29 quarters since.
  • Bay Colony Advisors's Jefferies Financial Group position peaked at $3.35M in Q4 2021.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.