Blueshift Asset Management’s Jefferies Financial Group JEF Stock Holding History

Blueshift 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	–	Sell	-15,006	Closed	-$930K	–	571
2025 Q4	$930K	Buy	+15,006	New	+$860K	0.27%	92
2022 Q1	–	Sell	-14,745	Closed	-$547K	–	988
2021 Q4	$547K	Sell	14,745 -7,002	-32%	-$270K	0.05%	447
2021 Q3	$772K	Buy	+21,747	New	+$728K	0.04%	481
2020 Q1	–	Sell	-25,219	Closed	-$515K	–	441
2019 Q4	$515K	Buy	+25,219	New	+$477K	0.06%	433
2019 Q2	–	Sell	-27,609	Closed	-$464K	–	830
2019 Q1	$464K	Buy	+27,609	New	+$487K	0.07%	414

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blueshift Asset Management's JEF Position: Q1 2026 in Review

Blueshift Asset Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 15,006 shares — an estimated $930K sold.

Blueshift Asset Management first reported a position in JEF in Q1 2019 and held it in 5 quarters. The position peaked at $930K in Q4 2025. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Blueshift Asset Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Blueshift Asset Management sold 15,006 Jefferies Financial Group shares in Q1 2026, an estimated $930K.
Blueshift Asset Management first reported a position in Jefferies Financial Group in Q1 2019 and held it in 5 quarters.
Blueshift Asset Management's Jefferies Financial Group position peaked at $930K in Q4 2025.
560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Blueshift Asset Management's 13F filing for Q1 2026, filed 14 May 2026.