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Capitolis Liquid Global Markets’s Jefferies Financial Group JEF Stock Holding History

Capitolis Liquid Global Markets’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 		$2.14M Sell
51,800
-101,200
-66% -$5.25M 0.01% 304
2025
Q4 		$9.48M Buy
+153,000
New +$8.77M 0.06% 161

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

Capitolis Liquid Global Markets's JEF Position: Q1 2026 in Review

Capitolis Liquid Global Markets reduced its Jefferies Financial Group (JEF) stake by 66% in Q1 2026, selling an estimated $5.25M and leaving 51,800 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #304.

Capitolis Liquid Global Markets first reported a position in JEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.48M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Capitolis Liquid Global Markets held 51,800 shares of Jefferies Financial Group worth $2.14M as of Q1 2026.
  • Capitolis Liquid Global Markets sold 101,200 Jefferies Financial Group shares in Q1 2026, an estimated $5.25M.
  • Jefferies Financial Group made up 0.01% of Capitolis Liquid Global Markets's portfolio in Q1 2026, its #304 holding.
  • Capitolis Liquid Global Markets first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 2 quarters since.
  • Capitolis Liquid Global Markets's Jefferies Financial Group position peaked at $9.48M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Capitolis Liquid Global Markets's 13F filing for Q1 2026, filed 15 May 2026.