Counterpoint Mutual Funds
JEF icon

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
Q3 		– Sell
-14,282
Closed -$714K – 413
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

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State Street
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Massachusetts Mutual Life Insurance
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Dimensional Fund Advisors
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Geode Capital Management
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First Pacific Advisors
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Counterpoint Mutual Funds's JEF Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of Jefferies Financial Group (JEF) in Q3 2026, closing a stake of 14,282 shares — an estimated $714K sold.

Counterpoint Mutual Funds first reported a position in JEF in Q1 2026 and held it in 2 quarters. The position peaked at $897K in Q1 2026. 466 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining Jefferies Financial Group position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 14,282 Jefferies Financial Group shares in Q3 2026, an estimated $714K.
  • Counterpoint Mutual Funds first reported a position in Jefferies Financial Group in Q1 2026 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Jefferies Financial Group position peaked at $897K in Q1 2026.
  • 466 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.