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Catalyst Financial Partners’s Jefferies Financial Group JEF Stock Holding History

Catalyst Financial 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 		$721K Buy
14,423
+12
+0.1% +$619 0.07% 159
2026
Q1 		$595K Buy
14,411
+44
+0.3% +$2.28K 0.07% 171
2025
Q4 		$890K Sell
14,367
-3
-0% -$172 0.1% 112
2025
Q3 		$940K Buy
14,370
+20
+0.1% +$1.22K 0.11% 93
2025
Q2 		$785K Buy
14,350
+206
+1% +$10.2K 0.09% 105
2025
Q1 		$758K Buy
14,144
+42
+0.3% +$2.85K 0.14% 96
2024
Q4 		$1.11M Buy
14,102
+45
+0.3% +$3.24K 0.21% 59
2024
Q3 		$865K Buy
14,057
+2
+0% +$113 0.17% 80
2024
Q2 		$699K Buy
14,055
+10
+0.1% +$449 0.15% 88
2024
Q1 		$579K Buy
14,045
+1,961
+16% +$81.7K 0.15% 91
2023
Q4 		$488K Buy
12,084
+54
+0.4% +$1.91K 0.14% 96
2023
Q3 		$441K Hold
12,030
– – 0.14% 106
2023
Q2 		$399K Buy
12,030
+241
+2% +$7.52K 0.14% 105
2023
Q1 		$374K Sell
11,789
-510
-4% -$18.4K 0.16% 100
2022
Q4 		$403K Buy
+12,299
New +$409K 0.21% 75

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 $3.37T 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
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

Catalyst Financial Partners's JEF Position: Q2 2026 in Review

Catalyst Financial Partners increased its Jefferies Financial Group (JEF) stake by 0.08% in Q2 2026, buying an estimated $619 and bringing the position to 14,423 shares worth $721K. The position accounts for 0.07% of the portfolio, ranked #159.

Catalyst Financial Partners first reported a position in JEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Catalyst Financial Partners held 14,423 shares of Jefferies Financial Group worth $721K as of Q2 2026.
  • Catalyst Financial Partners bought 12 Jefferies Financial Group shares in Q2 2026, an estimated $619.
  • Jefferies Financial Group made up 0.07% of Catalyst Financial Partners's portfolio in Q2 2026, its #159 holding.
  • Catalyst Financial Partners first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Jefferies Financial Group position peaked at $1.11M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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