Capital Fund Management (CFM)
JEF icon

Capital Fund Management (CFM)’s Jefferies Financial Group JEF Stock Holding History

Capital Fund Management (CFM)’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 		$34.4M Buy
688,560
+302,593
+78% +$15.6M 0.15% 149
2026
Q1 		$15.9M Sell
385,967
-2,075
-0.5% -$108K 0.07% 383
2025
Q4 		$24M Buy
388,042
+225,472
+139% +$12.9M 0.07% 415
2025
Q3 		$10.6M Sell
162,570
-140,575
-46% -$8.57M 0.03% 789
2025
Q2 		$16.6M Buy
303,145
+115,971
+62% +$5.74M 0.05% 527
2025
Q1 		$10M Buy
187,174
+117,946
+170% +$8.01M 0.03% 679
2024
Q4 		$5.43M Buy
69,228
+54,017
+355% +$3.89M 0.01% 1037
2024
Q3 		$936K Sell
15,211
-27,376
-64% -$1.55M ﹤0.01% 1702
2024
Q2 		$2.12M Buy
42,587
+17,081
+67% +$767K 0.01% 1357
2024
Q1 		$1.12M Sell
25,506
-34,851
-58% -$1.45M ﹤0.01% 1668
2023
Q4 		$2.44M Buy
60,357
+21,561
+56% +$763K 0.01% 1441
2023
Q3 		$1.42M Buy
+38,796
New +$1.39M ﹤0.01% 1510
2019
Q1 		– Sell
-77,305
Closed -$1.2M – 1888
2018
Q4 		$1.2M Buy
+77,305
New +$1.42M 0.01% 1045
2018
Q1 		– Sell
-48,372
Closed -$1.15M – 2011
2017
Q4 		$1.15M Buy
+48,372
New +$1.12M 0.01% 1166
2017
Q1 		– Sell
-31,881
Closed -$664K – 1649
2016
Q4 		$664K Buy
+31,881
New +$596K 0.01% 1163

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 Fund Management (CFM)'s JEF Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Jefferies Financial Group (JEF) stake by 78% in Q2 2026, buying an estimated $15.6M and bringing the position to 688,560 shares worth $34.4M. The position accounts for 0.15% of the portfolio, ranked #149.

Capital Fund Management (CFM) first reported a position in JEF in Q4 2016 and has held it in 15 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Capital Fund Management (CFM) held 688,560 shares of Jefferies Financial Group worth $34.4M as of Q2 2026.
  • Capital Fund Management (CFM) bought 302,593 Jefferies Financial Group shares in Q2 2026, an estimated $15.6M.
  • Jefferies Financial Group made up 0.15% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #149 holding.
  • Capital Fund Management (CFM) first reported a position in Jefferies Financial Group in Q4 2016 and has held it in 15 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.