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

Cooper 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 		$349K Buy
6,991
+59
+0.9% +$3.04K 0.03% 314
2026
Q1 		$286K Buy
6,932
+62
+0.9% +$3.22K 0.03% 339
2025
Q4 		$426K Buy
6,870
+47
+0.7% +$2.69K 0.05% 256
2025
Q3 		$446K Buy
6,823
+42
+0.6% +$2.56K 0.05% 253
2025
Q2 		$371K Buy
6,781
+54
+0.8% +$2.67K 0.04% 271
2025
Q1 		$360K Buy
6,727
+41
+0.6% +$2.78K 0.05% 287
2024
Q4 		$524K Buy
6,686
+29
+0.4% +$2.09K 0.06% 237
2024
Q3 		$410K Buy
6,657
+39
+0.6% +$2.21K 0.05% 271
2024
Q2 		$329K Buy
6,618
+44
+0.7% +$1.98K 0.05% 282
2024
Q1 		$290K Buy
6,574
+47
+0.7% +$1.96K 0.05% 290
2023
Q4 		$264K Buy
6,527
+55
+0.8% +$1.95K 0.05% 290
2023
Q3 		$237K Buy
6,472
+56
+0.9% +$2.01K 0.06% 287
2023
Q2 		$213K Buy
6,416
+62
+1% +$1.94K 0.05% 295
2023
Q1 		$202K Sell
6,354
-239
-4% -$8.63K 0.05% 287
2022
Q4 		$216K Buy
+6,593
New +$219K 0.07% 273
2022
Q2 		– Sell
-6,423
Closed -$202K – 269
2022
Q1 		$202K Buy
6,423
+54
+0.8% +$1.83K 0.08% 238
2021
Q4 		$236K Buy
6,369
+41
+0.6% +$1.58K 0.09% 202
2021
Q3 		$225K Buy
6,328
+42
+0.7% +$1.41K 0.05% 227
2021
Q2 		$206K Buy
+6,286
New +$192K 0.04% 239

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

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

Cooper Financial Group increased its Jefferies Financial Group (JEF) stake by 0.85% in Q2 2026, buying an estimated $3.04K and bringing the position to 6,991 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #314.

Cooper Financial Group first reported a position in JEF in Q2 2021 and has held it in 19 quarters since. The position peaked at $524K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Cooper Financial Group held 6,991 shares of Jefferies Financial Group worth $349K as of Q2 2026.
  • Cooper Financial Group bought 59 Jefferies Financial Group shares in Q2 2026, an estimated $3.04K.
  • Jefferies Financial Group made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #314 holding.
  • Cooper Financial Group first reported a position in Jefferies Financial Group in Q2 2021 and has held it in 19 quarters since.
  • Cooper Financial Group's Jefferies Financial Group position peaked at $524K in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.