EF
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Empowered Funds’s Jefferies Financial Group JEF Stock Holding History

Empowered Funds’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
-36,498
Closed -$1.51M – 2213
2026
Q1 		$1.51M Buy
36,498
+32,481
+809% +$1.69M 0.01% 1240
2025
Q4 		$249K Sell
4,017
-827
-17% -$47.4K ﹤0.01% 895
2025
Q3 		$317K Buy
+4,844
New +$295K ﹤0.01% 1576
2025
Q2 		– Sell
-41,430
Closed -$2.22M – 1801
2025
Q1 		$2.22M Sell
41,430
-83,079
-67% -$5.64M 0.03% 698
2024
Q4 		$9.76M Buy
124,509
+82,674
+198% +$5.95M 0.14% 160
2024
Q3 		$2.57M Sell
41,835
-3,483
-8% -$198K 0.04% 579
2024
Q2 		$2.26M Buy
45,318
+1,648
+4% +$74K 0.04% 572
2024
Q1 		$1.93M Buy
43,670
+190
+0.4% +$7.91K 0.03% 636
2023
Q4 		$1.76M Buy
43,480
+2,420
+6% +$85.6K 0.04% 558
2023
Q3 		$1.5M Buy
41,060
+5,078
+14% +$182K 0.04% 541
2023
Q2 		$1.19M Buy
35,982
+2,301
+7% +$71.8K 0.04% 562
2023
Q1 		$1.07M Buy
+33,681
New +$1.22M 0.06% 278
2022
Q1 		– Sell
-50,227
Closed -$1.86M – 274
2021
Q4 		$1.86M Buy
+50,227
New +$1.93M 0.21% 109

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

Empowered Funds's JEF Position: Q2 2026 in Review

Empowered Funds sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 36,498 shares — an estimated $1.51M sold.

Empowered Funds first reported a position in JEF in Q4 2021 and held it in 13 quarters. The position peaked at $9.76M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Empowered Funds reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Empowered Funds sold 36,498 Jefferies Financial Group shares in Q2 2026, an estimated $1.51M.
  • Empowered Funds first reported a position in Jefferies Financial Group in Q4 2021 and held it in 13 quarters.
  • Empowered Funds's Jefferies Financial Group position peaked at $9.76M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.