CFO
JEF icon

CVA Family Office’s Jefferies Financial Group JEF Stock Holding History

CVA Family Office’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 		$17.7K Buy
355
+271
+323% +$14K ﹤0.01% 854
2026
Q1 		$3.47K Buy
84
+72
+600% +$3.74K ﹤0.01% 1362
2025
Q4 		$744 Hold
12
– – ﹤0.01% 1150
2025
Q3 		$785 Hold
12
– – ﹤0.01% 1166
2025
Q2 		$656 Buy
+12
New +$594 ﹤0.01% 1164
2023
Q2 		– Sell
-10
Closed -$317 – 1042
2023
Q1 		$317 Buy
+10
New +$361 ﹤0.01% 962
2022
Q2 		– Sell
-115
Closed -$4K – 944
2022
Q1 		$4K Buy
+115
New +$3.9K ﹤0.01% 797

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

CVA Family Office's JEF Position: Q2 2026 in Review

CVA Family Office increased its Jefferies Financial Group (JEF) stake by 323% in Q2 2026, buying an estimated $14K and bringing the position to 355 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

CVA Family Office first reported a position in JEF in Q1 2022 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • CVA Family Office held 355 shares of Jefferies Financial Group worth $17.7K as of Q2 2026.
  • CVA Family Office bought 271 Jefferies Financial Group shares in Q2 2026, an estimated $14K.
  • Jefferies Financial Group made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #854 holding.
  • CVA Family Office first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 7 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.