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Citadel Investment Advisory’s Jefferies Financial Group JEF Stock Holding History

Citadel Investment Advisory’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 		$954K Buy
19,080
+600
+3% +$30.9K 0.43% 37
2026
Q1 		$1.15M Hold
18,480
– – 0.55% 31
2025
Q4 		$1.15M Buy
18,480
+60
+0.3% +$3.44K 0.49% 34
2025
Q3 		$1.21M Hold
18,420
– – 0.55% 34
2025
Q2 		$1.01M Buy
18,420
+3,135
+21% +$155K 0.49% 37
2025
Q1 		$819K Buy
15,285
+500
+3% +$33.9K 0.4% 41
2024
Q4 		$1.16M Sell
14,785
-100
-0.7% -$7.19K 0.6% 32
2024
Q3 		$916K Hold
14,885
– – 0.48% 39
2024
Q2 		$741K Hold
14,885
– – 0.42% 43
2024
Q1 		$656K Hold
14,885
– – 0.37% 51
2023
Q4 		$602K Hold
14,885
– – 0.37% 55
2023
Q3 		$545K Hold
14,885
– – 0.36% 53
2023
Q2 		$494K Sell
14,885
-700
-4% -$21.8K 0.32% 54
2023
Q1 		$495K Sell
15,585
-717
-4% -$25.9K 0.34% 51
2022
Q4 		$534K Hold
16,302
– – 0.37% 50
2022
Q3 		$460K Hold
16,302
– – 0.35% 52
2022
Q2 		$430K Hold
16,302
– – 0.29% 61
2022
Q1 		$512K Hold
16,302
– – 0.3% 60
2021
Q4 		$605K Hold
16,302
– – 0.35% 54
2021
Q3 		$533K Hold
16,302
– – 0.33% 55
2021
Q2 		$533K Hold
16,302
– – 0.33% 54
2021
Q1 		$469K Hold
16,302
– – 0.31% 58
2020
Q4 		$383K Buy
+16,302
New +$342K 0.27% 62

Other funds holding JEF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Citadel Investment Advisory's JEF Position: Q2 2026 in Review

Citadel Investment Advisory increased its Jefferies Financial Group (JEF) stake by 3.2% in Q2 2026, buying an estimated $30.9K and bringing the position to 19,080 shares worth $954K. The position accounts for 0.43% of the portfolio, ranked #37.

Citadel Investment Advisory first reported a position in JEF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q3 2025. 192 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Citadel Investment Advisory held 19,080 shares of Jefferies Financial Group worth $954K as of Q2 2026.
  • Citadel Investment Advisory bought 600 Jefferies Financial Group shares in Q2 2026, an estimated $30.9K.
  • Jefferies Financial Group made up 0.43% of Citadel Investment Advisory's portfolio in Q2 2026, its #37 holding.
  • Citadel Investment Advisory first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 23 quarters since.
  • Citadel Investment Advisory's Jefferies Financial Group position peaked at $1.21M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.