Boston Partners’s Jefferies Financial Group JEF Stock Holding History

Boston Partners’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	–	Sell	-102,613	Closed	-$4.23M	–	822
2026 Q1	$4.23M	Sell	102,613 -16,134	-14%	-$837K	﹤0.01%	505
2025 Q4	$7.36M	Sell	118,747 -11,114	-9%	-$637K	0.01%	448
2025 Q3	$8.49M	Sell	129,861 -11,572	-8%	-$706K	0.01%	431
2025 Q2	$7.74M	Sell	141,433 -5,033	-3%	-$249K	0.01%	416
2025 Q1	$7.84M	Sell	146,466 -4,244	-3%	-$288K	0.01%	402
2024 Q4	$11.8M	Sell	150,710 -14,957	-9%	-$1.08M	0.01%	385
2024 Q3	$10.2M	Sell	165,667 -57,031	-26%	-$3.24M	0.01%	392
2024 Q2	$11.1M	Sell	222,698 -12,368	-5%	-$555K	0.01%	392
2024 Q1	$10.4M	Sell	235,066 -48,646	-17%	-$2.03M	0.01%	397
2023 Q4	$11.5M	Buy	283,712 +104,026	+58%	+$3.68M	0.02%	378
2023 Q3	$6.58M	Sell	179,686 -8,902	-5%	-$319K	0.01%	400
2023 Q2	$6.26M	Sell	188,588 -6,778	-3%	-$212K	0.01%	400
2023 Q1	$6.2M	Sell	195,366 -18,669	-9%	-$675K	0.01%	387
2022 Q4	$7.02M	Buy	214,035 +2,678	+1%	+$89K	0.01%	361
2022 Q3	$6.03M	Buy	211,357 +141,541	+203%	+$4.28M	0.01%	379
2022 Q2	$1.84M	Hold	69,816	–	–	﹤0.01%	449
2022 Q1	$2.19M	Buy	69,816 +6,957	+11%	+$236K	﹤0.01%	465
2021 Q4	$2.33M	Hold	62,859	–	–	﹤0.01%	448
2021 Q3	$2.23M	Sell	62,859 -9,057	-13%	-$303K	﹤0.01%	445
2021 Q2	$2.35M	Sell	71,916 -1,537	-2%	-$46.9K	﹤0.01%	443
2021 Q1	$2.11M	Sell	73,453 -6,119	-8%	-$167K	﹤0.01%	476
2020 Q4	$1.87M	Sell	79,572 -6,739	-8%	-$141K	﹤0.01%	445
2020 Q3	$1.49M	Sell	86,311 -827	-0.9%	-$13.5K	﹤0.01%	460
2020 Q2	$1.29M	Sell	87,138 -12,292	-12%	-$165K	﹤0.01%	489
2020 Q1	$1.3M	Sell	99,430 -596,588	-86%	-$11.4M	﹤0.01%	482
2019 Q4	$14.2M	Sell	696,018 -10,788	-2%	-$204K	0.02%	330
2019 Q3	$12.4M	Sell	706,806 -37,932	-5%	-$675K	0.02%	343
2019 Q2	$12.8M	Sell	744,738 -35,389	-5%	-$607K	0.02%	351
2019 Q1	$13.1M	Buy	780,127 +3,274	+0.4%	+$57.8K	0.02%	357
2018 Q4	$12.1M	Buy	776,853 +8,927	+1%	+$163K	0.02%	360
2018 Q3	$15.1M	Sell	767,926 -78,580	-9%	-$1.64M	0.02%	346
2018 Q2	$17.2M	Buy	846,506 +40,803	+5%	+$855K	0.02%	340
2018 Q1	$16.4M	Sell	805,703 -631	-0.1%	-$14.3K	0.02%	338
2017 Q4	$19.1M	Buy	806,334 +134,618	+20%	+$3.1M	0.02%	326
2017 Q3	$15.2M	Buy	671,716 +1,157	+0.2%	+$25.9K	0.02%	348
2017 Q2	$15.7M	Sell	670,559 -48,189	-7%	-$1.1M	0.02%	347
2017 Q1	$16.7M	Sell	718,748 -63,087	-8%	-$1.41M	0.02%	340
2016 Q4	$16.3M	Sell	781,835 -65,643	-8%	-$1.23M	0.02%	353
2016 Q3	$14.4M	Buy	847,478 +69,973	+9%	+$1.16M	0.02%	364
2016 Q2	$12.1M	Buy	777,505 +47,079	+6%	+$719K	0.02%	361
2016 Q1	$10.6M	Sell	730,426 -35,419	-5%	-$498K	0.02%	370
2015 Q4	$11.9M	Buy	765,845 +464,020	+154%	+$7.76M	0.02%	366
2015 Q3	$5.47M	Sell	301,825 -2,951	-1%	-$59.3K	0.01%	469
2015 Q2	$6.62M	Hold	304,776	–	–	0.01%	462
2015 Q1	$6.08M	Sell	304,776 -23,610	-7%	-$488K	0.01%	485
2014 Q4	$6.59M	Buy	328,386 +49,436	+18%	+$1.02M	0.01%	481
2014 Q3	$5.95M	Hold	278,950	–	–	0.01%	485
2014 Q2	$6.55M	Buy	278,950 +2,528	+0.9%	+$58.7K	0.01%	467
2014 Q1	$6.93M	Sell	276,422 -109,881	-28%	-$2.71M	0.01%	464
2013 Q4	$9.8M	Sell	386,303 -108,210	-22%	-$2.74M	0.02%	400
2013 Q3	$12.1M	Hold	494,513	–	–	0.03%	335
2013 Q2	$11.6M	Buy	+494,513	New	+$13M	0.03%	320

Other funds holding JEF

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners's JEF Position: Q2 2026 in Review

Boston Partners sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 102,613 shares — an estimated $4.23M sold.

Boston Partners first reported a position in JEF in Q2 2013 and held it in 52 quarters. The position peaked at $19.1M in Q4 2017. 457 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Boston Partners reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
Boston Partners sold 102,613 Jefferies Financial Group shares in Q2 2026, an estimated $4.23M.
Boston Partners first reported a position in Jefferies Financial Group in Q2 2013 and held it in 52 quarters.
Boston Partners's Jefferies Financial Group position peaked at $19.1M in Q4 2017.
457 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.