CJ
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Caitlin John’s Jefferies Financial Group JEF Stock Holding History

Caitlin John’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 		$2.25K Sell
45
-18
-29% -$928 ﹤0.01% 766
2026
Q1 		$2.6K Buy
63
+1
+2% +$52 ﹤0.01% 686
2025
Q4 		$3.86K Hold
62
– – ﹤0.01% 665
2025
Q3 		$4.05K Buy
+62
New +$3.78K ﹤0.01% 615
2025
Q1 		– Sell
-61
Closed -$4.76K – 474
2024
Q4 		$4.76K Buy
61
+1
+2% +$72 ﹤0.01% 576
2024
Q3 		$4.51K Hold
60
– – ﹤0.01% 579
2024
Q2 		$2.99K Hold
60
– – ﹤0.01% 610
2024
Q1 		$2.63K Hold
60
– – ﹤0.01% 650
2023
Q4 		$2.44K Buy
+60
New +$2.12K ﹤0.01% 658

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

Caitlin John's JEF Position: Q2 2026 in Review

Caitlin John reduced its Jefferies Financial Group (JEF) stake by 29% in Q2 2026, selling an estimated $928 and leaving 45 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Caitlin John first reported a position in JEF in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.76K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Caitlin John held 45 shares of Jefferies Financial Group worth $2.25K as of Q2 2026.
  • Caitlin John sold 18 Jefferies Financial Group shares in Q2 2026, an estimated $928.
  • Jefferies Financial Group made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #766 holding.
  • Caitlin John first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Jefferies Financial Group position peaked at $4.76K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.