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
Q1 		– Sell
-39,700
Closed -$2.46M – 2320
2025
Q4 		$2.46M Sell
39,700
-89,200
-69% -$5.11M 0.01% 1600
2025
Q3 		$8.43M Sell
128,900
-53,200
-29% -$3.24M 0.02% 929
2025
Q2 		$9.96M Buy
182,100
+76,200
+72% +$3.77M 0.03% 747
2025
Q1 		$5.67M Buy
105,900
+86,100
+435% +$5.84M 0.02% 953
2024
Q4 		$1.55M Buy
19,800
+5,800
+41% +$417K ﹤0.01% 1602
2024
Q3 		$862K Buy
14,000
+1,900
+16% +$108K ﹤0.01% 1728
2024
Q2 		$602K Buy
+12,100
New +$543K ﹤0.01% 1725
2022
Q2 		– Sell
-28,242
Closed -$887K – 1535
2022
Q1 		$887K Sell
28,242
-30,125
-52% -$1.02M 0.01% 1188
2021
Q4 		$2.17M Buy
+58,367
New +$2.25M 0.02% 1006
2014
Q1 		– Sell
-29,939
Closed -$760K – 1831
2013
Q4 		$760K Buy
29,939
+5,586
+23% +$141K 0.01% 1088
2013
Q3 		$594K Buy
+24,353
New +$583K 0.01% 1094

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

Capital Fund Management (CFM)'s JEF Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Jefferies Financial Group (JEF) stake by 0.53% in Q1 2026, selling an estimated $108K and leaving 385,967 shares worth $15.9M. The position accounts for 0.07% of the portfolio, ranked #383.

Capital Fund Management (CFM) first reported a position in JEF in Q4 2016 and has held it in 14 quarters since. The position peaked at $24M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Capital Fund Management (CFM) held 385,967 shares of Jefferies Financial Group worth $15.9M as of Q1 2026.
  • Capital Fund Management (CFM) sold 2,075 Jefferies Financial Group shares in Q1 2026, an estimated $108K.
  • Jefferies Financial Group made up 0.07% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #383 holding.
  • Capital Fund Management (CFM) first reported a position in Jefferies Financial Group in Q4 2016 and has held it in 14 quarters since.
  • Capital Fund Management (CFM)'s Jefferies Financial Group position peaked at $24M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.