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 		$675K Buy
+13,500
New +$696K ﹤0.01% 1819
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 $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.