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
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
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 $33B AUM 40.62% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Investment Advisors's JEF Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 18,863 shares worth $778K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in JEF as recently as Q4 2024.

Capstone Investment Advisors first reported a position in JEF in Q1 2016 and has held it in 11 quarters since. The position peaked at $4.78M in Q2 2017. 558 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Capstone Investment Advisors held 18,863 shares of Jefferies Financial Group worth $778K as of Q1 2026.
  • Jefferies Financial Group was a new Capstone Investment Advisors position in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #954 holding.
  • Capstone Investment Advisors first reported a position in Jefferies Financial Group in Q1 2016 and has held it in 11 quarters since.
  • Capstone Investment Advisors's Jefferies Financial Group position peaked at $4.78M in Q2 2017.
  • 558 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.