Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Jefferies Financial Group JEF Stock Holding History

Cambridge Investment Research 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 		$1.01M Buy
20,238
+13,693
+209% +$706K ﹤0.01% 2312
2026
Q1 		$270K Buy
6,545
+438
+7% +$22.7K ﹤0.01% 3386
2025
Q4 		$378K Buy
6,107
+480
+9% +$27.5K ﹤0.01% 2981
2025
Q3 		$368K Buy
5,627
+254
+5% +$15.5K ﹤0.01% 2947
2025
Q2 		$294K Buy
5,373
+1,233
+30% +$61K ﹤0.01% 2996
2025
Q1 		$222K Sell
4,140
-5,047
-55% -$343K ﹤0.01% 3117
2024
Q4 		$720K Sell
9,187
-1,119
-11% -$80.5K ﹤0.01% 2135
2024
Q3 		$634K Buy
10,306
+5,398
+110% +$306K ﹤0.01% 2225
2024
Q2 		$244K Buy
4,908
+125
+3% +$5.61K ﹤0.01% 2866
2024
Q1 		$211K Buy
+4,783
New +$199K ﹤0.01% 2985
2023
Q4 		– Sell
-5,463
Closed -$200K – 3252
2023
Q3 		$200K Buy
+5,463
New +$196K ﹤0.01% 2815
2023
Q2 		– Sell
-6,397
Closed -$203K – 3239
2023
Q1 		$203K Sell
6,397
-564
-8% -$20.4K ﹤0.01% 2819
2022
Q4 		$228K Buy
+6,961
New +$231K ﹤0.01% 2653
2021
Q4 		– Sell
-26,448
Closed -$939K – 3228
2021
Q3 		$939K Buy
26,448
+134
+0.5% +$4.48K ﹤0.01% 1585
2021
Q2 		$860K Buy
+26,314
New +$803K ﹤0.01% 1647
2014
Q4 		– Sell
-10,690
Closed -$228K – 1441
2014
Q3 		$228K Sell
10,690
-5,754
-35% -$130K 0.01% 1228
2014
Q2 		$386K Sell
16,444
-620
-4% -$14.4K 0.01% 877
2014
Q1 		$428K Sell
17,064
-644
-4% -$15.9K 0.02% 791
2013
Q4 		$449K Sell
17,708
-9,548
-35% -$242K 0.02% 698
2013
Q3 		$665K Buy
27,256
+2,786
+11% +$66.7K 0.03% 505
2013
Q2 		$574K Buy
+24,470
New +$643K 0.03% 489

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

Cambridge Investment Research Advisors's JEF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Jefferies Financial Group (JEF) stake by 209% in Q2 2026, buying an estimated $706K and bringing the position to 20,238 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2312.

Cambridge Investment Research Advisors first reported a position in JEF in Q2 2013 and has held it in 21 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Cambridge Investment Research Advisors held 20,238 shares of Jefferies Financial Group worth $1.01M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 13,693 Jefferies Financial Group shares in Q2 2026, an estimated $706K.
  • Jefferies Financial Group made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2312 holding.
  • Cambridge Investment Research Advisors first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 21 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.