Daiwa Securities Group’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $493K | Buy |
11,942
+316
| +3% | +$16.4K | ﹤0.01% | 907 |
|
|
2025
Q4 | $720K | Buy |
11,626
+4,299
| +59% | +$246K | ﹤0.01% | 833 |
|
|
2025
Q3 | $479K | Buy |
+7,327
| New | +$447K | ﹤0.01% | 890 |
|
|
2024
Q3 | – | Sell |
-1,600
| Closed | -$80K | – | 1308 |
|
|
2024
Q2 | $80K | Buy |
+1,600
| New | +$71.8K | ﹤0.01% | 1043 |
|
|
2020
Q3 | – | Sell |
-11,140
| Closed | -$146K | – | 1211 |
|
|
2020
Q2 | $146K | Hold |
11,140
| – | – | ﹤0.01% | 819 |
|
|
2020
Q1 | $146K | Buy |
11,140
+941
| +9% | +$18K | ﹤0.01% | 902 |
|
|
2019
Q4 | $208K | Hold |
10,199
| – | – | ﹤0.01% | 893 |
|
|
2019
Q3 | $179K | Sell |
10,199
-2,927
| -22% | -$52.1K | ﹤0.01% | 890 |
|
|
2019
Q2 | $226K | Hold |
13,126
| – | – | ﹤0.01% | 858 |
|
|
2019
Q1 | $221K | Buy |
13,126
+838
| +7% | +$14.8K | ﹤0.01% | 848 |
|
|
2018
Q4 | $191K | Hold |
12,288
| – | – | ﹤0.01% | 824 |
|
|
2018
Q3 | $242K | Buy |
12,288
+435
| +4% | +$9.07K | ﹤0.01% | 822 |
|
|
2018
Q2 | $241K | Hold |
11,853
| – | – | ﹤0.01% | 832 |
|
|
2018
Q1 | $241K | Hold |
11,853
| – | – | ﹤0.01% | 806 |
|
|
2017
Q4 | $281K | Buy |
11,853
+1,728
| +17% | +$39.9K | ﹤0.01% | 776 |
|
|
2017
Q3 | $229K | Buy |
10,125
+71
| +0.7% | +$1.59K | ﹤0.01% | 781 |
|
|
2017
Q2 | $235K | Hold |
10,054
| – | – | ﹤0.01% | 750 |
|
|
2017
Q1 | $234K | Hold |
10,054
| – | – | ﹤0.01% | 743 |
|
|
2016
Q4 | $209K | Buy |
10,054
+1,117
| +12% | +$20.9K | ﹤0.01% | 759 |
|
|
2016
Q3 | $152K | Hold |
8,937
| – | – | ﹤0.01% | 745 |
|
|
2016
Q2 | $139K | Buy |
8,937
+1,117
| +14% | +$17.1K | ﹤0.01% | 746 |
|
|
2016
Q1 | $113K | Hold |
7,820
| – | – | ﹤0.01% | 789 |
|
|
2015
Q4 | $122K | Hold |
7,820
| – | – | ﹤0.01% | 777 |
|
|
2015
Q3 | $142K | Hold |
7,820
| – | – | ﹤0.01% | 744 |
|
|
2015
Q2 | $170K | Sell |
7,820
-782
| -9% | -$16.7K | ﹤0.01% | 763 |
|
|
2015
Q1 | $172K | Sell |
8,602
-894
| -9% | -$18.5K | ﹤0.01% | 707 |
|
|
2014
Q4 | $191K | Hold |
9,496
| – | – | ﹤0.01% | 643 |
|
|
2014
Q3 | $203K | Hold |
9,496
| – | – | ﹤0.01% | 632 |
|
|
2014
Q2 | $223K | Hold |
9,496
| – | – | ﹤0.01% | 624 |
|
|
2014
Q1 | $238K | Hold |
9,496
| – | – | ﹤0.01% | 595 |
|
|
2013
Q4 | $241K | Sell |
9,496
-2,122
| -18% | -$53.7K | ﹤0.01% | 592 |
|
|
2013
Q3 | $283K | Hold |
11,618
| – | – | ﹤0.01% | 542 |
|
|
2013
Q2 | $273K | Buy |
+11,618
| New | +$305K | ﹤0.01% | 565 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Daiwa Securities Group's JEF Position: Q1 2026 in Review
Daiwa Securities Group increased its Jefferies Financial Group (JEF) stake by 2.7% in Q1 2026, buying an estimated $16.4K and bringing the position to 11,942 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #907.
Daiwa Securities Group first reported a position in JEF in Q2 2013 and has held it in 33 quarters since. The position peaked at $720K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Daiwa Securities Group held 11,942 shares of Jefferies Financial Group worth $493K as of Q1 2026.
- Daiwa Securities Group bought 316 Jefferies Financial Group shares in Q1 2026, an estimated $16.4K.
- Jefferies Financial Group made up ﹤0.01% of Daiwa Securities Group's portfolio in Q1 2026, its #907 holding.
- Daiwa Securities Group first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 33 quarters since.
- Daiwa Securities Group's Jefferies Financial Group position peaked at $720K in Q4 2025.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.