Citizens Financial Group’s Jefferies Financial Group JEF Stock Holding History

Citizens Financial 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	$518K	Buy	+10,369	New	+$535K	0.01%	642
2020 Q3	–	Sell	-65	Closed	-$1K	–	581
2020 Q2	$1K	Hold	65	–	–	﹤0.01%	1035
2020 Q1	$1K	Sell	65 -573	-90%	-$10.9K	﹤0.01%	1080
2019 Q4	$13K	Buy	638 +402	+170%	+$7.61K	﹤0.01%	698
2019 Q3	$4K	Sell	236 -187	-44%	-$3.33K	﹤0.01%	703
2019 Q2	$7K	Buy	423 +267	+171%	+$4.58K	﹤0.01%	615
2019 Q1	$3K	Buy	+156	New	+$2.75K	﹤0.01%	648
2018 Q4	–	Sell	-112	Closed	-$2K	–	556
2018 Q3	$2K	Buy	+112	New	+$2.33K	﹤0.01%	533

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

Citizens Financial Group's JEF Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 10,369 shares worth $518K. The stake represents 0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in JEF as recently as Q2 2020.

Citizens Financial Group first reported a position in JEF in Q3 2018 and has held it in 8 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Citizens Financial Group held 10,369 shares of Jefferies Financial Group worth $518K as of Q2 2026.
Jefferies Financial Group was a new Citizens Financial Group position in Q2 2026.
Jefferies Financial Group made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #642 holding.
Citizens Financial Group first reported a position in Jefferies Financial Group in Q3 2018 and has held it in 8 quarters since.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.