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Check Capital Management’s Jefferies Financial Group JEF Stock Holding History

Check Capital Management’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 		$28.1M Buy
680,171
+227,684
+50% +$11.8M 0.82% 14
2025
Q4 		$28M Buy
+452,487
New +$25.9M 0.82% 12
2018
Q2 		– Sell
-15,264
Closed -$311K – 62
2018
Q1 		$311K Sell
15,264
-1,118
-7% -$25.3K 0.02% 48
2017
Q4 		$388K Hold
16,382
– – 0.02% 44
2017
Q3 		$370K Sell
16,382
-335
-2% -$7.51K 0.02% 44
2017
Q2 		$391K Sell
16,717
-3,615
-18% -$82.4K 0.02% 41
2017
Q1 		$473K Sell
20,332
-56
-0.3% -$1.25K 0.03% 38
2016
Q4 		$424K Buy
20,388
+1,676
+9% +$31.3K 0.03% 40
2016
Q3 		$319K Buy
18,712
+2,424
+15% +$40.2K 0.02% 42
2016
Q2 		$253K Buy
16,288
+615
+4% +$9.39K 0.02% 43
2016
Q1 		$227K Buy
15,673
+2,904
+23% +$40.9K 0.02% 48
2015
Q4 		$199K Hold
12,769
– – 0.02% 50
2015
Q3 		$232K Hold
12,769
– – 0.02% 44
2015
Q2 		$278K Sell
12,769
-362,635
-97% -$7.75M 0.03% 41
2015
Q1 		$7.49M Sell
375,404
-201,993
-35% -$4.17M 0.64% 21
2014
Q4 		$11.6M Buy
+577,397
New +$11.9M 1.02% 19

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

Check Capital Management's JEF Position: Q1 2026 in Review

Check Capital Management increased its Jefferies Financial Group (JEF) stake by 50% in Q1 2026, buying an estimated $11.8M and bringing the position to 680,171 shares worth $28.1M. The position accounts for 0.82% of the portfolio, ranked #14.

Check Capital Management first reported a position in JEF in Q4 2014 and has held it in 16 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Check Capital Management held 680,171 shares of Jefferies Financial Group worth $28.1M as of Q1 2026.
  • Check Capital Management bought 227,684 Jefferies Financial Group shares in Q1 2026, an estimated $11.8M.
  • Jefferies Financial Group made up 0.82% of Check Capital Management's portfolio in Q1 2026, its #14 holding.
  • Check Capital Management first reported a position in Jefferies Financial Group in Q4 2014 and has held it in 16 quarters since.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Check Capital Management's 13F filing for Q1 2026, filed 4 May 2026.