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Bleakley Financial Group’s Jefferies Financial Group JEF Stock Holding History

Bleakley Financial Group’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 		$1.71M Buy
+34,264
New +$1.77M 0.02% 508
2025
Q1 		– Sell
-5,143
Closed -$403K – 755
2024
Q4 		$403K Buy
5,143
+1,608
+45% +$116K 0.01% 680
2024
Q3 		$218K Buy
+3,535
New +$201K 0.01% 899

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 $3.38T AUM 44.17% 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

Bleakley Financial Group's JEF Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 34,264 shares worth $1.71M. The stake represents 0.02% of the portfolio and ranks #508 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in JEF as recently as Q4 2024.

Bleakley Financial Group first reported a position in JEF in Q3 2024 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Bleakley Financial Group held 34,264 shares of Jefferies Financial Group worth $1.71M as of Q2 2026.
  • Jefferies Financial Group was a new Bleakley Financial Group position in Q2 2026.
  • Jefferies Financial Group made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #508 holding.
  • Bleakley Financial Group first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.