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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
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

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

Bayforest Capital's JEF Position: Q1 2026 in Review

Bayforest Capital opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 554 shares worth $22.9K. The stake represents 0.03% of the portfolio and ranks #712 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in JEF as recently as Q3 2025.

Bayforest Capital first reported a position in JEF in Q1 2025 and has held it in 4 quarters since. The position peaked at $551K in Q2 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Bayforest Capital held 554 shares of Jefferies Financial Group worth $22.9K as of Q1 2026.
  • Jefferies Financial Group was a new Bayforest Capital position in Q1 2026.
  • Jefferies Financial Group made up 0.03% of Bayforest Capital's portfolio in Q1 2026, its #712 holding.
  • Bayforest Capital first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 4 quarters since.
  • Bayforest Capital's Jefferies Financial Group position peaked at $551K in Q2 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.