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Chicago Partners Investment Group’s Jefferies Financial Group JEF Stock Holding History

Chicago Partners Investment Group’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 		$1.63M Buy
29,275
+15,820
+118% +$816K 0.03% 437
2026
Q1 		$633K Buy
13,455
+5,421
+67% +$281K 0.01% 753
2025
Q4 		$501K Buy
8,034
+3,885
+94% +$223K 0.01% 764
2025
Q3 		$230K Buy
+4,149
New +$253K 0.01% 1098

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

Chicago Partners Investment Group's JEF Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Jefferies Financial Group (JEF) stake by 118% in Q2 2026, buying an estimated $816K and bringing the position to 29,275 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #437.

Chicago Partners Investment Group first reported a position in JEF in Q3 2025 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Chicago Partners Investment Group held 29,275 shares of Jefferies Financial Group worth $1.63M as of Q2 2026.
  • Chicago Partners Investment Group bought 15,820 Jefferies Financial Group shares in Q2 2026, an estimated $816K.
  • Jefferies Financial Group made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #437 holding.
  • Chicago Partners Investment Group first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.