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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 		$8.13M Sell
162,700
-42,300
-21% -$2.18M ﹤0.01% 2005
2026
Q1 		$8.46M Buy
205,000
+155,500
+314% +$8.07M 0.01% 1783
2025
Q4 		$3.07M Hold
49,500
– – ﹤0.01% 2708
2025
Q3 		$3.24M Sell
49,500
-4,500
-8% -$274K ﹤0.01% 2576
2025
Q2 		$2.95M Buy
54,000
+25,800
+91% +$1.28M ﹤0.01% 2440
2025
Q1 		$1.51M Sell
28,200
-10,700
-28% -$726K ﹤0.01% 2815
2024
Q4 		$3.05M Buy
38,900
+23,200
+148% +$1.67M ﹤0.01% 2384
2024
Q3 		$966K Buy
+15,700
New +$891K ﹤0.01% 3298
2018
Q3 		– Sell
-10,054
Closed -$205K – 3838
2018
Q2 		$205K Buy
+10,054
New +$211K ﹤0.01% 3552
2013
Q4 		– Sell
-22,343
Closed -$545K – 4570
2013
Q3 		$545K Hold
22,343
– – ﹤0.01% 3521
2013
Q2 		$524K Buy
+22,343
New +$587K ﹤0.01% 3216

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.