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Caerus Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Caerus Investment Advisors’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 		$350K Buy
7,006
+1,100
+19% +$56.7K 0.12% 164
2026
Q1 		$244K Sell
5,906
-559
-9% -$29K 0.1% 201
2025
Q4 		$401K Buy
+6,465
New +$371K 0.13% 175

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 $3.37T AUM 44.26% 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

Caerus Investment Advisors's JEF Position: Q2 2026 in Review

Caerus Investment Advisors increased its Jefferies Financial Group (JEF) stake by 19% in Q2 2026, buying an estimated $56.7K and bringing the position to 7,006 shares worth $350K. The position accounts for 0.12% of the portfolio, ranked #164.

Caerus Investment Advisors first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $401K in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Caerus Investment Advisors held 7,006 shares of Jefferies Financial Group worth $350K as of Q2 2026.
  • Caerus Investment Advisors bought 1,100 Jefferies Financial Group shares in Q2 2026, an estimated $56.7K.
  • Jefferies Financial Group made up 0.12% of Caerus Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • Caerus Investment Advisors first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Jefferies Financial Group position peaked at $401K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.