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
-55,500
Closed -$3.44M – 2321
2025
Q4 		$3.44M Sell
55,500
-38,200
-41% -$2.19M 0.01% 1400
2025
Q3 		$6.13M Sell
93,700
-108,000
-54% -$6.59M 0.02% 1123
2025
Q2 		$11M Buy
201,700
+159,100
+373% +$7.88M 0.03% 702
2025
Q1 		$2.28M Buy
42,600
+23,300
+121% +$1.58M 0.01% 1369
2024
Q4 		$1.51M Buy
+19,300
New +$1.39M ﹤0.01% 1616
2022
Q3 		– Sell
-11,401
Closed -$301K – 1540
2022
Q2 		$301K Sell
11,401
-7,741
-40% -$229K ﹤0.01% 1330
2022
Q1 		$601K Sell
19,142
-18,828
-50% -$639K ﹤0.01% 1271
2021
Q4 		$1.41M Buy
+37,970
New +$1.46M 0.01% 1163
2014
Q4 		– Sell
-11,283
Closed -$241K – 1698
2014
Q3 		$241K Buy
+11,283
New +$254K ﹤0.01% 1399
2014
Q1 		– Sell
-33,849
Closed -$859K – 1832
2013
Q4 		$859K Sell
33,849
-3,463
-9% -$87.6K 0.01% 1043
2013
Q3 		$910K Buy
+37,312
New +$893K 0.01% 914

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.