Calamos Advisors
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calamos Advisors's JEF Position: Q1 2026 in Review

Calamos Advisors opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 7,284 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: Calamos Advisors previously reported a position in JEF as recently as Q4 2024.

Calamos Advisors first reported a position in JEF in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Calamos Advisors held 7,284 shares of Jefferies Financial Group worth $301K as of Q1 2026.
  • Jefferies Financial Group was a new Calamos Advisors position in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of Calamos Advisors's portfolio in Q1 2026, its #1006 holding.
  • Calamos Advisors first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 3 quarters since.
  • Calamos Advisors's Jefferies Financial Group position peaked at $1.08M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.