Bayforest Capital’s Jefferies Financial Group JEF Stock Holding History

Bayforest Capital’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 Q3	$332K	Buy	+7,268	New	+$385K	0.49%	3
2026 Q2	–	Sell	-554	Closed	-$22.9K	–	1084
2026 Q1	$22.9K	Buy	+554	New	+$28.8K	0.03%	712
2025 Q4	–	Sell	-508	Closed	-$33.2K	–	868
2025 Q3	$33.2K	Sell	508 -9,564	-95%	-$583K	0.02%	619
2025 Q2	$551K	Buy	10,072 +4,650	+86%	+$230K	0.24%	152
2025 Q1	$290K	Buy	+5,422	New	+$368K	0.13%	306

Other funds holding JEF

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bayforest Capital's JEF Position: Q3 2026 in Review

Bayforest Capital opened a new position in Jefferies Financial Group (JEF) in Q3 2026: 7,268 shares worth $332K. The stake represents 0.49% of the portfolio and ranks #3 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in JEF as recently as Q1 2026.

Bayforest Capital first reported a position in JEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $551K in Q2 2025. 395 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Bayforest Capital held 7,268 shares of Jefferies Financial Group worth $332K as of Q3 2026.
Jefferies Financial Group was a new Bayforest Capital position in Q3 2026.
Jefferies Financial Group made up 0.49% of Bayforest Capital's portfolio in Q3 2026, its #3 holding.
Bayforest Capital first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 5 quarters since.
Bayforest Capital's Jefferies Financial Group position peaked at $551K in Q2 2025.
395 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.