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	–	Sell	-40,000	Closed	-$1.65M	–	3258
2026 Q1	$1.65M	Buy	+40,000	New	+$2.08M	﹤0.01%	1869
2023 Q3	–	Sell	-140,000	Closed	-$4.64M	–	2500
2023 Q2	$4.64M	Buy	+140,000	New	+$4.37M	0.01%	1092
2023 Q1	–	Sell	-266,730	Closed	-$8.74M	–	2904
2022 Q4	$8.74M	Sell	266,730 -13,075	-5%	-$434K	0.02%	796
2022 Q3	$7.89M	Sell	279,805 -125,625	-31%	-$3.8M	0.02%	798
2022 Q2	$10.7M	Sell	405,430 -144,975	-26%	-$4.29M	0.03%	629
2022 Q1	$17.3M	Buy	+550,405	New	+$18.7M	0.05%	475
2020 Q2	–	Sell	-245,810	Closed	-$3.21M	–	1314
2020 Q1	$3.21M	Sell	245,810 -328,026	-57%	-$6.26M	0.04%	511
2019 Q4	$11.7M	Buy	+573,836	New	+$10.9M	0.07%	380
2019 Q1	–	Sell	-390,995	Closed	-$6.08M	–	1509
2018 Q4	$6.08M	Buy	+390,995	New	+$7.16M	0.04%	469

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.