Carmel Capital Partners’s Jefferies Financial Group JEF Stock Holding History

Carmel Capital Partners’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	$397K	Sell	7,939 -8	-0.1%	-$412	0.13%	94
2026 Q1	$328K	Sell	7,947 -40	-0.5%	-$2.08K	0.12%	95
2025 Q4	$495K	Sell	7,987 -15	-0.2%	-$860	0.17%	81
2025 Q3	$523K	Sell	8,002 -4,231	-35%	-$258K	0.22%	74
2025 Q2	$669K	Sell	12,233 -7,165	-37%	-$355K	0.23%	77
2025 Q1	$1.04M	Sell	19,398 -12	-0.1%	-$815	0.41%	59
2024 Q4	$1.52M	Sell	19,410 -64	-0.3%	-$4.6K	0.61%	35
2024 Q3	$1.2M	Buy	19,474 +8,074	+71%	+$458K	0.46%	46
2024 Q2	$567K	Hold	11,400	–	–	0.24%	72
2024 Q1	$503K	Hold	11,400	–	–	0.21%	75
2023 Q4	$461K	Sell	11,400 -1,000	-8%	-$35.4K	0.24%	71
2023 Q3	$454K	Hold	12,400	–	–	0.2%	80
2023 Q2	$411K	Sell	12,400 -2,000	-14%	-$62.4K	0.21%	75
2023 Q1	$457K	Sell	14,400 -955	-6%	-$34.5K	0.27%	75
2022 Q4	$503K	Buy	15,355 +3,661	+31%	+$122K	0.35%	66
2022 Q3	$330K	Buy	+11,694	New	+$354K	0.32%	74

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carmel Capital Partners's JEF Position: Q2 2026 in Review

Carmel Capital Partners reduced its Jefferies Financial Group (JEF) stake by 0.1% in Q2 2026, selling an estimated $412 and leaving 7,939 shares worth $397K. The position accounts for 0.13% of the portfolio, ranked #94.

Carmel Capital Partners first reported a position in JEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.52M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Carmel Capital Partners held 7,939 shares of Jefferies Financial Group worth $397K as of Q2 2026.
Carmel Capital Partners sold 8 Jefferies Financial Group shares in Q2 2026, an estimated $412.
Jefferies Financial Group made up 0.13% of Carmel Capital Partners's portfolio in Q2 2026, its #94 holding.
Carmel Capital Partners first reported a position in Jefferies Financial Group in Q3 2022 and has held it in 16 quarters since.
Carmel Capital Partners's Jefferies Financial Group position peaked at $1.52M in Q4 2024.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.