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David Shaw’s Jefferies Financial Group JEF Stock Holding History

David Shaw’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 		$7.26M Buy
145,300
+5,000
+4% +$258K ﹤0.01% 2106
2026
Q1 		$5.79M Sell
140,300
-11,700
-8% -$607K ﹤0.01% 2069
2025
Q4 		$9.42M Buy
152,000
+45,900
+43% +$2.63M 0.01% 1813
2025
Q3 		$6.94M Buy
106,100
+14,500
+16% +$884K ﹤0.01% 1949
2025
Q2 		$5.01M Buy
91,600
+28,900
+46% +$1.43M ﹤0.01% 2033
2025
Q1 		$3.36M Sell
62,700
-11,100
-15% -$753K ﹤0.01% 2201
2024
Q4 		$5.79M Sell
73,800
-16,700
-18% -$1.2M ﹤0.01% 1852
2024
Q3 		$5.57M Buy
+90,500
New +$5.13M ﹤0.01% 1860
2024
Q2 		– Sell
-79,900
Closed -$3.52M – 4657
2024
Q1 		$3.52M Buy
+79,900
New +$3.33M ﹤0.01% 2176
2023
Q1 		– Sell
-64,329
Closed -$2.11M – 4657
2022
Q4 		$2.11M Hold
64,329
– – ﹤0.01% 2903
2022
Q3 		$1.81M Buy
+64,329
New +$1.95M ﹤0.01% 3098
2014
Q1 		– Sell
-44,685
Closed -$1.13M – 4446
2013
Q4 		$1.13M Hold
44,685
– – ﹤0.01% 3047
2013
Q3 		$1.09M Hold
44,685
– – ﹤0.01% 2967
2013
Q2 		$1.05M Buy
+44,685
New +$1.17M ﹤0.01% 2669

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

David Shaw's JEF Position: Q2 2026 in Review

David Shaw increased its Jefferies Financial Group (JEF) stake by 6.5% in Q2 2026, buying an estimated $8.82M and bringing the position to 2,788,432 shares worth $139M. The position accounts for 0.07% of the portfolio, ranked #319.

David Shaw first reported a position in JEF in Q2 2013 and has held it in 40 quarters since. 585 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • David Shaw held 2,788,432 shares of Jefferies Financial Group worth $139M as of Q2 2026.
  • David Shaw bought 171,137 Jefferies Financial Group shares in Q2 2026, an estimated $8.82M.
  • Jefferies Financial Group made up 0.07% of David Shaw's portfolio in Q2 2026, its #319 holding.
  • David Shaw first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 40 quarters since.
  • 585 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.