Bob Robotti’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.4M | Buy |
328,279
+310
| +0.1% | +$16K | 2.65% | 9 |
|
|
2026
Q1 | $13.5M | Sell |
327,969
-965
| -0.3% | -$50.1K | 2.11% | 11 |
|
|
2025
Q4 | $20.4M | Sell |
328,934
-3,757
| -1% | -$215K | 3.66% | 5 |
|
|
2025
Q3 | $21.8M | Sell |
332,691
-8,963
| -3% | -$547K | 3.78% | 5 |
|
|
2025
Q2 | $18.7M | Sell |
341,654
-1,874
| -0.5% | -$92.8K | 3.14% | 8 |
|
|
2025
Q1 | $18.4M | Sell |
343,528
-64,316
| -16% | -$4.37M | 3.69% | 7 |
|
|
2024
Q4 | $32M | Sell |
407,844
-1,672
| -0.4% | -$120K | 5.61% | 4 |
|
|
2024
Q3 | $25.2M | Sell |
409,516
-1,694
| -0.4% | -$96.1K | 3.84% | 6 |
|
|
2024
Q2 | $20.5M | Sell |
411,210
-6,019
| -1% | -$270K | 3.21% | 6 |
|
|
2024
Q1 | $18.4M | Sell |
417,229
-3,605
| -0.9% | -$150K | 2.5% | 6 |
|
|
2023
Q4 | $17M | Sell |
420,834
-3,551
| -0.8% | -$126K | 2.45% | 6 |
|
|
2023
Q3 | $15.5M | Sell |
424,385
-5,347
| -1% | -$192K | 2.28% | 8 |
|
|
2023
Q2 | $14.3M | Sell |
429,732
-2,445
| -0.6% | -$76.3K | 2.3% | 9 |
|
|
2023
Q1 | $13.7M | Sell |
432,177
-20,425
| -5% | -$738K | 2.42% | 9 |
|
|
2022
Q4 | $14.8M | Sell |
452,602
-2,116
| -0.5% | -$70.3K | 2.96% | 7 |
|
|
2022
Q3 | $12.8M | Sell |
454,718
-1,067
| -0.2% | -$32.3K | 3.05% | 7 |
|
|
2022
Q2 | $12M | Sell |
455,785
-838
| -0.2% | -$24.8K | 2.94% | 7 |
|
|
2022
Q1 | $14.3M | Sell |
456,623
-4,669
| -1% | -$159K | 2.9% | 6 |
|
|
2021
Q4 | $17.1M | Sell |
461,292
-6,239
| -1% | -$240K | 3.47% | 5 |
|
|
2021
Q3 | $16.6M | Sell |
467,531
-1,652
| -0.4% | -$55.3K | 3.81% | 5 |
|
|
2021
Q2 | $15.3M | Buy |
469,183
+4,030
| +0.9% | +$123K | 3.85% | 5 |
|
|
2021
Q1 | $13.4M | Sell |
465,153
-6,522
| -1% | -$178K | 3.38% | 5 |
|
|
2020
Q4 | $11.1M | Sell |
471,675
-3,272
| -0.7% | -$68.7K | 3.24% | 6 |
|
|
2020
Q3 | $8.17M | Sell |
474,947
-18,994
| -4% | -$311K | 3.15% | 7 |
|
|
2020
Q2 | $7.34M | Sell |
493,941
-4,741
| -1% | -$63.5K | 3.16% | 8 |
|
|
2020
Q1 | $6.52M | Sell |
498,682
-119,572
| -19% | -$2.28M | 3.83% | 6 |
|
|
2019
Q4 | $12.6M | Sell |
618,254
-10,453
| -2% | -$198K | 4.03% | 6 |
|
|
2019
Q3 | $11.1M | Buy |
628,707
+91,986
| +17% | +$1.64M | 3.37% | 9 |
|
|
2019
Q2 | $9.24M | Buy |
536,721
+112,215
| +26% | +$1.93M | 3.22% | 7 |
|
|
2019
Q1 | $7.14M | Sell |
424,506
-11,061
| -3% | -$195K | 2.52% | 11 |
|
|
2018
Q4 | $6.77M | Sell |
435,567
-190,501
| -30% | -$3.49M | 2.65% | 12 |
|
|
2018
Q3 | $12.3M | Sell |
626,068
-3,225
| -0.5% | -$67.2K | 3.24% | 10 |
|
|
2018
Q2 | $12.8M | Sell |
629,293
-12,890
| -2% | -$270K | 3.34% | 10 |
|
|
2018
Q1 | $13.1M | Sell |
642,183
-2,976
| -0.5% | -$67.4K | 3.62% | 9 |
|
|
2017
Q4 | $15.3M | Sell |
645,159
-11,469
| -2% | -$265K | 3.99% | 7 |
|
|
2017
Q3 | $14.8M | Sell |
656,628
-6,560
| -1% | -$147K | 4.07% | 9 |
|
|
2017
Q2 | $15.3M | Sell |
663,188
-508
| -0.1% | -$11.6K | 4.61% | 7 |
|
|
2017
Q1 | $15.4M | Buy |
663,696
+508
| +0.1% | +$11.4K | 4.56% | 6 |
|
|
2016
Q4 | $13.8M | Sell |
663,188
-34,743
| -5% | -$649K | 4.2% | 9 |
|
|
2016
Q3 | $11.9M | Sell |
697,931
-8,752
| -1% | -$145K | 4.08% | 7 |
|
|
2016
Q2 | $11M | Buy |
706,683
+12,524
| +2% | +$191K | 3.95% | 8 |
|
|
2016
Q1 | $10M | Sell |
694,159
-8,882
| -1% | -$125K | 3.66% | 6 |
|
|
2015
Q4 | $10.9M | Buy |
703,041
+2,377
| +0.3% | +$39.7K | 4.48% | 5 |
|
|
2015
Q3 | $12.7M | Buy |
700,664
+7,037
| +1% | +$141K | 8.46% | 3 |
|
|
2015
Q2 | $15.1M | Sell |
693,627
-7,674
| -1% | -$164K | 8.36% | 3 |
|
|
2015
Q1 | $14M | Sell |
701,301
-10,040
| -1% | -$207K | 8.07% | 5 |
|
|
2014
Q4 | $14.3M | Buy |
711,341
+2,538
| +0.4% | +$52.4K | 8% | 4 |
|
|
2014
Q3 | $15.1M | Sell |
708,803
-874
| -0.1% | -$19.7K | 7.48% | 2 |
|
|
2014
Q2 | $16.7M | Buy |
709,677
+17,130
| +2% | +$398K | 6.52% | 5 |
|
|
2014
Q1 | $17.4M | Buy |
692,547
+2,192
| +0.3% | +$54.1K | 6.63% | 3 |
|
|
2013
Q4 | $17.5M | Sell |
690,355
-75,566
| -10% | -$1.91M | 7.04% | 3 |
|
|
2013
Q3 | $18.7M | Buy |
765,921
+15,819
| +2% | +$379K | 7.51% | 3 |
|
|
2013
Q2 | $17.6M | Buy |
+750,102
| New | +$19.7M | 7.67% | 2 |
|
Other funds holding JEF
SMFG
MMLI
Bob Robotti's JEF Position: Q2 2026 in Review
Bob Robotti increased its Jefferies Financial Group (JEF) stake by 0.09% in Q2 2026, buying an estimated $16K and bringing the position to 328,279 shares worth $16.4M. The position accounts for 2.65% of the portfolio, ranked #9.
Bob Robotti first reported a position in JEF in Q2 2013 and has held it in 53 quarters since. The position peaked at $32M in Q4 2024. 585 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- Bob Robotti held 328,279 shares of Jefferies Financial Group worth $16.4M as of Q2 2026.
- Bob Robotti bought 310 Jefferies Financial Group shares in Q2 2026, an estimated $16K.
- Jefferies Financial Group made up 2.65% of Bob Robotti's portfolio in Q2 2026, its #9 holding.
- Bob Robotti first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 53 quarters since.
- Bob Robotti's Jefferies Financial Group position peaked at $32M in Q4 2024.
- 585 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on Robotti Robert's 13F filing for Q2 2026, filed 10 Aug 2026.