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Brooklyn Investment Group’s Jefferies Financial Group JEF Stock Holding History

Brooklyn Investment 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
Q1 		$403K Buy
9,755
+2,168
+29% +$113K 0.01% 1195
2025
Q4 		$476K Buy
+7,587
New +$435K 0.02% 699
2025
Q3 		– Sell
-2,377
Closed -$130K – 1700
2025
Q2 		$130K Buy
2,377
+1,941
+445% +$96.1K 0.02% 801
2025
Q1 		$23.4K Buy
436
+65
+18% +$4.41K 0.01% 1084
2024
Q4 		$29.1K Buy
371
+59
+19% +$4.24K 0.01% 663
2024
Q3 		$19.2K Buy
+312
New +$17.7K 0.01% 655

Other funds holding JEF

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brooklyn Investment Group's JEF Position: Q1 2026 in Review

Brooklyn Investment Group increased its Jefferies Financial Group (JEF) stake by 29% in Q1 2026, buying an estimated $113K and bringing the position to 9,755 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1195.

Brooklyn Investment Group first reported a position in JEF in Q3 2024 and has held it in 6 quarters since. The position peaked at $476K in Q4 2025. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Brooklyn Investment Group held 9,755 shares of Jefferies Financial Group worth $403K as of Q1 2026.
  • Brooklyn Investment Group bought 2,168 Jefferies Financial Group shares in Q1 2026, an estimated $113K.
  • Jefferies Financial Group made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1195 holding.
  • Brooklyn Investment Group first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 6 quarters since.
  • Brooklyn Investment Group's Jefferies Financial Group position peaked at $476K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.