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

Chilton 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 Q2	$27.5K	Hold	550	–	–	﹤0.01%	400
2026 Q1	$22.7K	Hold	550	–	–	﹤0.01%	402
2025 Q4	$34.1K	Hold	550	–	–	﹤0.01%	371
2025 Q3	$36K	Buy	+550	New	+$33.5K	﹤0.01%	379
2023 Q2	–	Sell	-3	Closed	-$96	–	562
2023 Q1	$96	Buy	+3	New	+$108	﹤0.01%	539
2022 Q3	–	Sell	-5	Closed	–	–	421
2022 Q2	$0	Buy	+5	New	+$148	﹤0.01%	630
2022 Q1	–	Sell	-1,051	Closed	-$39K	–	421
2021 Q4	$39K	Buy	+1,051	New	+$40.5K	﹤0.01%	358
2014 Q1	–	Sell	-7,114	Closed	-$180K	–	230
2013 Q4	$180K	Hold	7,114	–	–	0.02%	198
2013 Q3	$173K	Sell	7,114 -1,117	-14%	-$26.7K	0.02%	197
2013 Q2	$193K	Buy	+8,231	New	+$216K	0.02%	194

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

Chilton Capital Management's JEF Position: Q2 2026 in Review

Chilton Capital Management held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 550 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Chilton Capital Management first reported a position in JEF in Q2 2013 and has held it in 10 quarters since. The position peaked at $193K in Q2 2013. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Chilton Capital Management held 550 shares of Jefferies Financial Group worth $27.5K as of Q2 2026.
Chilton Capital Management left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #400 holding.
Chilton Capital Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 10 quarters since.
Chilton Capital Management's Jefferies Financial Group position peaked at $193K in Q2 2013.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.