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Dmitry Balyasny’s Jefferies Financial Group JEF Stock Holding History

Dmitry Balyasny’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 		$1.37M Buy
+27,500
New +$1.42M ﹤0.01% 2027
2025
Q3 		– Sell
-60,000
Closed -$3.28M – 3187
2025
Q2 		$3.28M Sell
60,000
-51,100
-46% -$2.53M ﹤0.01% 1495
2025
Q1 		$5.95M Buy
+111,100
New +$7.54M 0.01% 1164

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

Dmitry Balyasny's JEF Position: Q2 2026 in Review

Dmitry Balyasny increased its Jefferies Financial Group (JEF) stake by 55% in Q2 2026, buying an estimated $15.1M and bringing the position to 820,771 shares worth $41M. The position accounts for 0.05% of the portfolio, ranked #426.

Dmitry Balyasny first reported a position in JEF in Q1 2016 and has held it in 26 quarters since. The position peaked at $58.1M in Q3 2025. 585 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Dmitry Balyasny held 820,771 shares of Jefferies Financial Group worth $41M as of Q2 2026.
  • Dmitry Balyasny bought 292,187 Jefferies Financial Group shares in Q2 2026, an estimated $15.1M.
  • Jefferies Financial Group made up 0.05% of Dmitry Balyasny's portfolio in Q2 2026, its #426 holding.
  • Dmitry Balyasny first reported a position in Jefferies Financial Group in Q1 2016 and has held it in 26 quarters since.
  • Dmitry Balyasny's Jefferies Financial Group position peaked at $58.1M in Q3 2025.
  • 585 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.