CX Institutional’s Jefferies Financial Group JEF Stock Holding History

CX Institutional’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	$21K	Sell	457 -90	-16%	-$4.76K	﹤0.01%	1216
2026 Q2	$27K	Buy	547 +239	+78%	+$12.3K	﹤0.01%	1099
2026 Q1	$13K	Buy	+308	New	+$16K	﹤0.01%	1224
2020 Q4	–	Sell	-159	Closed	-$3K	–	880
2020 Q3	$3K	Buy	159 +19	+14%	+$311	﹤0.01%	782
2020 Q2	$2K	Buy	+140	New	+$1.88K	﹤0.01%	749
2020 Q1	–	Sell	-56	Closed	-$1K	–	785
2019 Q4	$1K	Hold	56	–	–	﹤0.01%	712
2019 Q3	$1K	Buy	56 +8	+17%	+$142	﹤0.01%	771
2019 Q2	$1K	Buy	+48	New	+$823	﹤0.01%	862

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $186M AUM 13.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

CX Institutional's JEF Position: Q3 2026 in Review

CX Institutional reduced its Jefferies Financial Group (JEF) stake by 16% in Q3 2026, selling an estimated $4.76K and leaving 457 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

CX Institutional first reported a position in JEF in Q2 2019 and has held it in 8 quarters since. The position peaked at $27K in Q2 2026. 100 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

CX Institutional held 457 shares of Jefferies Financial Group worth $21K as of Q3 2026.
CX Institutional sold 90 Jefferies Financial Group shares in Q3 2026, an estimated $4.76K.
Jefferies Financial Group made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1216 holding.
CX Institutional first reported a position in Jefferies Financial Group in Q2 2019 and has held it in 8 quarters since.
CX Institutional's Jefferies Financial Group position peaked at $27K in Q2 2026.
100 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.