Delta Investment Management’s Jefferies Financial Group JEF Stock Holding History

Delta Investment Management’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 Q1	$255K	Buy	6,184 +1,700	+38%	+$88.2K	0.05%	224
2025 Q4	$278K	Buy	+4,484	New	+$257K	0.05%	221
2022 Q2	–	Sell	-11,698	Closed	-$367K	–	148
2022 Q1	$367K	Buy	11,698 +1,046	+10%	+$35.5K	0.11%	98
2021 Q4	$395K	Sell	10,652 -3,137	-23%	-$121K	0.11%	119
2021 Q3	$489K	Sell	13,789 -2,092	-13%	-$70K	0.15%	100
2021 Q2	$519K	Sell	15,881 -1,099	-6%	-$33.5K	0.15%	100
2021 Q1	$489K	Sell	16,980 -414	-2%	-$11.3K	0.16%	96
2020 Q4	$409K	Hold	17,394	–	–	0.13%	115
2020 Q3	$299K	Sell	17,394 -5,231	-23%	-$85.6K	0.16%	91
2020 Q2	$336K	Buy	+22,625	New	+$303K	0.14%	101

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delta Investment Management's JEF Position: Q1 2026 in Review

Delta Investment Management increased its Jefferies Financial Group (JEF) stake by 38% in Q1 2026, buying an estimated $88.2K and bringing the position to 6,184 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #224.

Delta Investment Management first reported a position in JEF in Q2 2020 and has held it in 10 quarters since. The position peaked at $519K in Q2 2021. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Delta Investment Management held 6,184 shares of Jefferies Financial Group worth $255K as of Q1 2026.
Delta Investment Management bought 1,700 Jefferies Financial Group shares in Q1 2026, an estimated $88.2K.
Jefferies Financial Group made up 0.05% of Delta Investment Management's portfolio in Q1 2026, its #224 holding.
Delta Investment Management first reported a position in Jefferies Financial Group in Q2 2020 and has held it in 10 quarters since.
Delta Investment Management's Jefferies Financial Group position peaked at $519K in Q2 2021.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.