Calamos Advisors’s Jefferies Financial Group JEF Stock Holding History

Calamos 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	–	Sell	-7,284	Closed	-$301K	–	1125
2026 Q1	$301K	Buy	+7,284	New	+$378K	﹤0.01%	1006
2025 Q1	–	Sell	-13,818	Closed	-$1.08M	–	947
2024 Q4	$1.08M	Buy	13,818 +3,091	+29%	+$222K	﹤0.01%	662
2024 Q3	$660K	Buy	+10,727	New	+$609K	﹤0.01%	696

Other funds holding JEF

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Two Sigma Investments New York $138B AUM 41.87% 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

Calamos Advisors's JEF Position: Q2 2026 in Review

Calamos Advisors sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 7,284 shares — an estimated $301K sold.

Calamos Advisors first reported a position in JEF in Q3 2024 and held it in 3 quarters. The position peaked at $1.08M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Calamos Advisors reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
Calamos Advisors sold 7,284 Jefferies Financial Group shares in Q2 2026, an estimated $301K.
Calamos Advisors first reported a position in Jefferies Financial Group in Q3 2024 and held it in 3 quarters.
Calamos Advisors's Jefferies Financial Group position peaked at $1.08M in Q4 2024.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.