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CoreCap Advisors’s Jefferies Financial Group JEF Stock Holding History

CoreCap Advisors’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 		$19.5K Buy
390
+385
+7,700% +$19.8K ﹤0.01% 1803
2026
Q1 		$206 Buy
+5
New +$260 ﹤0.01% 2754
2025
Q2 		– Sell
-226
Closed -$12.1K – 3008
2025
Q1 		$12.1K Sell
226
-2,616
-92% -$178K ﹤0.01% 1735
2024
Q4 		$223K Buy
2,842
+200
+8% +$14.4K 0.01% 678
2024
Q3 		$163K Buy
+2,642
New +$150K 0.01% 750
2022
Q4 		$2.23K Buy
+68
New +$2.26K ﹤0.01% 1919
2022
Q3 		– Sell
-95
Closed -$3K – 1328
2022
Q2 		$3K Buy
+95
New +$2.81K ﹤0.01% 1791
2022
Q1 		– Sell
-43
Closed -$2K – 1329
2021
Q4 		$2K Buy
+43
New +$1.66K ﹤0.01% 1964

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

CoreCap Advisors's JEF Position: Q2 2026 in Review

CoreCap Advisors increased its Jefferies Financial Group (JEF) stake by 7,700% in Q2 2026, buying an estimated $19.8K and bringing the position to 390 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

CoreCap Advisors first reported a position in JEF in Q4 2021 and has held it in 8 quarters since. The position peaked at $223K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • CoreCap Advisors held 390 shares of Jefferies Financial Group worth $19.5K as of Q2 2026.
  • CoreCap Advisors bought 385 Jefferies Financial Group shares in Q2 2026, an estimated $19.8K.
  • Jefferies Financial Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1803 holding.
  • CoreCap Advisors first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 8 quarters since.
  • CoreCap Advisors's Jefferies Financial Group position peaked at $223K in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.