CAL
JEF icon

Capital Advisors Ltd’s Jefferies Financial Group JEF Stock Holding History

Capital Advisors Ltd’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 		$2K Buy
39
+35
+875% +$1.8K ﹤0.01% 1126
2026
Q1 		$0 Buy
4
+2
+100% +$104 ﹤0.01% 1487
2025
Q4 		$0 Hold
2
– – ﹤0.01% 1462
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1463
2025
Q2 		$0 Hold
2
– – ﹤0.01% 1489
2025
Q1 		$0 Hold
2
– – ﹤0.01% 1464
2024
Q4 		$0 Hold
2
– – ﹤0.01% 1477
2024
Q3 		$0 Hold
2
– – ﹤0.01% 1498
2024
Q2 		$0 Hold
2
– – ﹤0.01% 1515
2024
Q1 		$0 Hold
2
– – ﹤0.01% 1458
2023
Q4 		$0 Hold
2
– – ﹤0.01% 1388
2023
Q3 		$0 Hold
2
– – ﹤0.01% 1377
2023
Q2 		$0 Sell
2
-5
-71% -$156 ﹤0.01% 1421
2023
Q1 		$0 Sell
7
-1
-13% -$36 ﹤0.01% 1379
2022
Q4 		$0 Sell
8
-21
-72% -$698 ﹤0.01% 1417
2022
Q3 		$1K Buy
+29
New +$878 ﹤0.01% 1043

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

Capital Advisors Ltd's JEF Position: Q2 2026 in Review

Capital Advisors Ltd increased its Jefferies Financial Group (JEF) stake by 875% in Q2 2026, buying an estimated $1.8K and bringing the position to 39 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Capital Advisors Ltd first reported a position in JEF in Q3 2022 and has held it in 16 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Capital Advisors Ltd held 39 shares of Jefferies Financial Group worth $2K as of Q2 2026.
  • Capital Advisors Ltd bought 35 Jefferies Financial Group shares in Q2 2026, an estimated $1.8K.
  • Jefferies Financial Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1126 holding.
  • Capital Advisors Ltd first reported a position in Jefferies Financial Group in Q3 2022 and has held it in 16 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.