Curi RMB Capital’s Jefferies Financial Group JEF Stock Holding History

Curi RMB Capital’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	$255K	Buy	+5,108	New	+$263K	﹤0.01%	804
2026 Q1	–	Sell	-10,646	Closed	-$660K	–	911
2025 Q4	$660K	Buy	+10,646	New	+$610K	0.01%	544
2014 Q2	–	Sell	-9,621	Closed	-$242K	–	430
2014 Q1	$242K	Sell	9,621 -2,148	-18%	-$53K	0.02%	331
2013 Q4	$299K	Sell	11,769 -800	-6%	-$20.2K	0.02%	288
2013 Q3	$307K	Sell	12,569 -1,035	-8%	-$24.8K	0.02%	294
2013 Q2	$319K	Buy	+13,604	New	+$358K	0.02%	277

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curi RMB Capital's JEF Position: Q2 2026 in Review

Curi RMB Capital opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 5,108 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in JEF as recently as Q4 2025.

Curi RMB Capital first reported a position in JEF in Q2 2013 and has held it in 6 quarters since. The position peaked at $660K in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Curi RMB Capital held 5,108 shares of Jefferies Financial Group worth $255K as of Q2 2026.
Jefferies Financial Group was a new Curi RMB Capital position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #804 holding.
Curi RMB Capital first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 6 quarters since.
Curi RMB Capital's Jefferies Financial Group position peaked at $660K in Q4 2025.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.