Capstone Investment Advisors
JEF icon

Capstone Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Capstone Investment Advisors’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 		– Sell
-18,863
Closed -$778K – 1793
2026
Q1 		$778K Buy
+18,863
New +$979K ﹤0.01% 954
2025
Q1 		– Sell
-3,570
Closed -$280K – 1633
2024
Q4 		$280K Sell
3,570
-414
-10% -$29.8K ﹤0.01% 1501
2024
Q3 		$245K Buy
+3,984
New +$226K ﹤0.01% 1497
2024
Q1 		– Sell
-5,163
Closed -$209K – 2437
2023
Q4 		$209K Buy
+5,163
New +$183K ﹤0.01% 1779
2018
Q1 		– Sell
-21,483
Closed -$509K – 452
2017
Q4 		$509K Sell
21,483
-11,248
-34% -$259K 0.01% 264
2017
Q3 		$739K Sell
32,731
-171,495
-84% -$3.84M 0.03% 259
2017
Q2 		$4.78M Buy
204,226
+192,273
+1,609% +$4.38M 0.13% 134
2017
Q1 		$278K Sell
11,953
-41,827
-78% -$935K 0.01% 725
2016
Q4 		$1.12M Buy
+53,780
New +$1M 0.03% 389
2016
Q3 		– Sell
-53,140
Closed -$824K – 829
2016
Q2 		$824K Sell
53,140
-177,205
-77% -$2.71M 0.02% 390
2016
Q1 		$3.33M Buy
+230,345
New +$3.24M 0.1% 135

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's JEF Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 18,863 shares — an estimated $778K sold.

Capstone Investment Advisors first reported a position in JEF in Q1 2016 and held it in 11 quarters. The position peaked at $4.78M in Q2 2017. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 18,863 Jefferies Financial Group shares in Q2 2026, an estimated $778K.
  • Capstone Investment Advisors first reported a position in Jefferies Financial Group in Q1 2016 and held it in 11 quarters.
  • Capstone Investment Advisors's Jefferies Financial Group position peaked at $4.78M in Q2 2017.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.