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Edgestream Partners’s Jefferies Financial Group JEF Stock Holding History

Edgestream Partners’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 		$2.38M Buy
+47,556
New +$2.45M 0.07% 471
2026
Q1 		– Sell
-44,529
Closed -$2.76M – 991
2025
Q4 		$2.76M Sell
44,529
-10,740
-19% -$616K 0.08% 446
2025
Q3 		$3.62M Buy
55,269
+6,576
+14% +$401K 0.11% 367
2025
Q2 		$2.66M Sell
48,693
-31,607
-39% -$1.56M 0.07% 461
2025
Q1 		$4.3M Buy
80,300
+1,658
+2% +$113K 0.15% 272
2024
Q4 		$6.17M Buy
78,642
+31,119
+65% +$2.24M 0.26% 95
2024
Q3 		$2.93M Sell
47,523
-2,505
-5% -$142K 0.13% 285
2024
Q2 		$2.49M Buy
50,028
+19,110
+62% +$858K 0.12% 281
2024
Q1 		$1.36M Sell
30,918
-33,929
-52% -$1.41M 0.07% 436
2023
Q4 		$2.62M Buy
64,847
+32,753
+102% +$1.16M 0.19% 174
2023
Q3 		$1.18M Sell
32,094
-59,119
-65% -$2.12M 0.09% 349
2023
Q2 		$3.03M Sell
91,213
-34,291
-27% -$1.07M 0.27% 85
2023
Q1 		$3.98M Buy
125,504
+40,285
+47% +$1.46M 0.44% 38
2022
Q4 		$2.79M Sell
85,219
-36,631
-30% -$1.22M 0.31% 91
2022
Q3 		$3.44M Buy
121,850
+91,796
+305% +$2.78M 0.27% 135
2022
Q2 		$794K Sell
30,054
-16,234
-35% -$480K 0.06% 355
2022
Q1 		$1.45M Sell
46,288
-28,405
-38% -$964K 0.12% 266
2021
Q4 		$2.77M Buy
74,693
+23,736
+47% +$914K 0.17% 175
2021
Q3 		$1.81M Buy
+50,957
New +$1.71M 0.11% 251

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

Edgestream Partners's JEF Position: Q2 2026 in Review

Edgestream Partners opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 47,556 shares worth $2.38M. The stake represents 0.07% of the portfolio and ranks #471 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in JEF as recently as Q4 2025.

Edgestream Partners first reported a position in JEF in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.17M in Q4 2024. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Edgestream Partners held 47,556 shares of Jefferies Financial Group worth $2.38M as of Q2 2026.
  • Jefferies Financial Group was a new Edgestream Partners position in Q2 2026.
  • Jefferies Financial Group made up 0.07% of Edgestream Partners's portfolio in Q2 2026, its #471 holding.
  • Edgestream Partners first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 19 quarters since.
  • Edgestream Partners's Jefferies Financial Group position peaked at $6.17M in Q4 2024.
  • 589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.