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Cromwell Holdings’s Jefferies Financial Group JEF Stock Holding History

Cromwell Holdings’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 		$1.9K Buy
38
+23
+153% +$1.19K ﹤0.01% 858
2026
Q1 		$619 Sell
15
-13
-46% -$675 ﹤0.01% 948
2025
Q4 		$1.74K Hold
28
– – ﹤0.01% 715
2025
Q3 		$1.83K Hold
28
– – ﹤0.01% 716
2025
Q2 		$1.53K Buy
28
+14
+100% +$693 ﹤0.01% 729
2025
Q1 		$750 Buy
+14
New +$950 ﹤0.01% 696

Other funds holding JEF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Cromwell Holdings's JEF Position: Q2 2026 in Review

Cromwell Holdings increased its Jefferies Financial Group (JEF) stake by 153% in Q2 2026, buying an estimated $1.19K and bringing the position to 38 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Cromwell Holdings first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Cromwell Holdings held 38 shares of Jefferies Financial Group worth $1.9K as of Q2 2026.
  • Cromwell Holdings bought 23 Jefferies Financial Group shares in Q2 2026, an estimated $1.19K.
  • Jefferies Financial Group made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #858 holding.
  • Cromwell Holdings first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 92 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.