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Elo Mutual Pension Insurance’s Jefferies Financial Group JEF Stock Holding History

Elo Mutual Pension Insurance’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 		$844K Buy
+20,462
New +$1.06M 0.01% 511
2025
Q2 		– Sell
-18,569
Closed -$995K – 666
2025
Q1 		$995K Buy
+18,569
New +$1.26M 0.02% 424

Other funds holding JEF

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elo Mutual Pension Insurance's JEF Position: Q1 2026 in Review

Elo Mutual Pension Insurance opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 20,462 shares worth $844K. The stake represents 0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Elo Mutual Pension Insurance previously reported a position in JEF as recently as Q1 2025.

Elo Mutual Pension Insurance first reported a position in JEF in Q1 2025 and has held it in 2 quarters since. The position peaked at $995K in Q1 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Elo Mutual Pension Insurance held 20,462 shares of Jefferies Financial Group worth $844K as of Q1 2026.
  • Jefferies Financial Group was a new Elo Mutual Pension Insurance position in Q1 2026.
  • Jefferies Financial Group made up 0.01% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #511 holding.
  • Elo Mutual Pension Insurance first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 2 quarters since.
  • Elo Mutual Pension Insurance's Jefferies Financial Group position peaked at $995K in Q1 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.