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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
Q2 		$563K Buy
11,264
+5,080
+82% +$262K 0.09% 149
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
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 $3.38T AUM 44.17% 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

Delta Investment Management's JEF Position: Q2 2026 in Review

Delta Investment Management increased its Jefferies Financial Group (JEF) stake by 82% in Q2 2026, buying an estimated $262K and bringing the position to 11,264 shares worth $563K. The position accounts for 0.09% of the portfolio, ranked #149.

Delta Investment Management first reported a position in JEF in Q2 2020 and has held it in 11 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Delta Investment Management held 11,264 shares of Jefferies Financial Group worth $563K as of Q2 2026.
  • Delta Investment Management bought 5,080 Jefferies Financial Group shares in Q2 2026, an estimated $262K.
  • Jefferies Financial Group made up 0.09% of Delta Investment Management's portfolio in Q2 2026, its #149 holding.
  • Delta Investment Management first reported a position in Jefferies Financial Group in Q2 2020 and has held it in 11 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.