CAM
JEF icon

Cresset Asset Management’s Jefferies Financial Group JEF Stock Holding History

Cresset Asset Management’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 		$1.2M Sell
23,976
-953
-4% -$49.1K ﹤0.01% 836
2026
Q1 		$1.03M Sell
24,929
-4
-0% -$208 ﹤0.01% 769
2025
Q4 		$1.55M Buy
24,933
+496
+2% +$28.4K 0.01% 643
2025
Q3 		$1.6M Sell
24,437
-168
-0.7% -$10.2K 0.01% 611
2025
Q2 		$1.35M Sell
24,605
-26,913
-52% -$1.33M 0.01% 606
2025
Q1 		$2.76M Sell
51,518
-2,709
-5% -$184K 0.01% 451
2024
Q4 		$4.25M Sell
54,227
-30,367
-36% -$2.18M 0.02% 382
2024
Q3 		$5.21M Buy
84,594
+5,990
+8% +$340K 0.02% 447
2024
Q2 		$3.91M Sell
78,604
-320
-0.4% -$14.4K 0.02% 485
2024
Q1 		$3.48M Buy
78,924
+15,360
+24% +$640K 0.02% 447
2023
Q4 		$2.57M Buy
63,564
+4,791
+8% +$169K 0.02% 479
2023
Q3 		$2.15M Sell
58,773
-3,213
-5% -$115K 0.01% 530
2023
Q2 		$2.06M Buy
61,986
+13,035
+27% +$407K ﹤0.01% 646
2023
Q1 		$1.55M Sell
48,951
-4,366
-8% -$158K 0.03% 263
2022
Q4 		$1.75M Sell
53,317
-679
-1% -$22.6K 0.02% 217
2022
Q3 		$1.52M Sell
53,996
-31,848
-37% -$964K 0.02% 260
2022
Q2 		$1.47M Buy
85,844
+23,274
+37% +$688K 0.02% 282
2022
Q1 		$1.97M Sell
62,570
-8,027
-11% -$273K 0.02% 244
2021
Q4 		$2.62M Buy
+70,597
New +$2.72M 0.03% 249
2019
Q2 		– Sell
-662
Closed -$11K – 1077
2019
Q1 		$11K Buy
662
+420
+174% +$7.41K ﹤0.01% 1147
2018
Q4 		$4K Buy
+242
New +$4.43K ﹤0.01% 1095

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

Cresset Asset Management's JEF Position: Q2 2026 in Review

Cresset Asset Management reduced its Jefferies Financial Group (JEF) stake by 3.8% in Q2 2026, selling an estimated $49.1K and leaving 23,976 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Cresset Asset Management first reported a position in JEF in Q4 2018 and has held it in 21 quarters since. The position peaked at $5.21M in Q3 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Cresset Asset Management held 23,976 shares of Jefferies Financial Group worth $1.2M as of Q2 2026.
  • Cresset Asset Management sold 953 Jefferies Financial Group shares in Q2 2026, an estimated $49.1K.
  • Jefferies Financial Group made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #836 holding.
  • Cresset Asset Management first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 21 quarters since.
  • Cresset Asset Management's Jefferies Financial Group position peaked at $5.21M in Q3 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.