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Counterpoint Mutual Funds’s Jefferies Financial Group JEF Stock Holding History

Counterpoint Mutual Funds’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 		$714K Sell
14,282
-7,452
-34% -$384K 0.07% 116
2026
Q1 		$897K Buy
+21,734
New +$1.13M 0.13% 63

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

Counterpoint Mutual Funds's JEF Position: Q2 2026 in Review

Counterpoint Mutual Funds reduced its Jefferies Financial Group (JEF) stake by 34% in Q2 2026, selling an estimated $384K and leaving 14,282 shares worth $714K. The position accounts for 0.07% of the portfolio, ranked #116.

Counterpoint Mutual Funds first reported a position in JEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $897K in Q1 2026. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Counterpoint Mutual Funds held 14,282 shares of Jefferies Financial Group worth $714K as of Q2 2026.
  • Counterpoint Mutual Funds sold 7,452 Jefferies Financial Group shares in Q2 2026, an estimated $384K.
  • Jefferies Financial Group made up 0.07% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #116 holding.
  • Counterpoint Mutual Funds first reported a position in Jefferies Financial Group in Q1 2026 and has held it in 2 quarters since.
  • Counterpoint Mutual Funds's Jefferies Financial Group position peaked at $897K in Q1 2026.
  • 589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.