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Engineers Gate Manager’s Jefferies Financial Group JEF Stock Holding History

Engineers Gate Manager’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 		$7.03M Buy
170,288
+130,028
+323% +$6.75M 0.09% 280
2025
Q4 		$2.49M Buy
+40,260
New +$2.31M 0.03% 609
2025
Q3 		– Sell
-4,071
Closed -$223K – 2350
2025
Q2 		$223K Sell
4,071
-16,916
-81% -$837K ﹤0.01% 1858
2025
Q1 		$1.12M Buy
+20,987
New +$1.42M 0.02% 1000
2024
Q4 		– Sell
-4,002
Closed -$246K – 2411
2024
Q3 		$246K Sell
4,002
-30,070
-88% -$1.71M ﹤0.01% 1713
2024
Q2 		$1.7M Sell
34,072
-926
-3% -$41.6K 0.04% 637
2024
Q1 		$1.54M Buy
34,998
+3,459
+11% +$144K 0.04% 596
2023
Q4 		$1.27M Buy
+31,539
New +$1.12M 0.04% 661
2023
Q3 		– Sell
-23,905
Closed -$793K – 1940
2023
Q2 		$793K Sell
23,905
-11,828
-33% -$369K 0.03% 812
2023
Q1 		$1.13M Buy
35,733
+23,504
+192% +$849K 0.05% 560
2022
Q4 		$401K Buy
+12,229
New +$406K 0.02% 1031
2022
Q2 		– Sell
-92,424
Closed -$2.9M – 2072
2022
Q1 		$2.9M Buy
92,424
+77,248
+509% +$2.62M 0.11% 213
2021
Q4 		$563K Buy
15,176
+3,883
+34% +$150K 0.03% 974
2021
Q3 		$401K Buy
+11,293
New +$378K 0.02% 1017
2021
Q2 		– Sell
-131,072
Closed -$3.77M – 1814
2021
Q1 		$3.77M Buy
131,072
+111,507
+570% +$3.04M 0.19% 91
2020
Q4 		$460K Sell
19,565
-69,175
-78% -$1.45M 0.02% 1034
2020
Q3 		$1.53M Buy
88,740
+68,686
+343% +$1.12M 0.07% 408
2020
Q2 		$298K Sell
20,054
-132,669
-87% -$1.78M 0.02% 1215
2020
Q1 		$2M Buy
+152,723
New +$2.92M 0.14% 182
2019
Q2 		– Sell
-92,183
Closed -$1.55M – 1259
2019
Q1 		$1.55M Buy
+92,183
New +$1.63M 0.09% 323
2018
Q1 		– Sell
-205,883
Closed -$4.88M – 877
2017
Q4 		$4.88M Buy
205,883
+91,360
+80% +$2.11M 0.34% 62
2017
Q3 		$2.59M Buy
114,523
+91,069
+388% +$2.04M 0.22% 155
2017
Q2 		$549K Sell
23,454
-167,778
-88% -$3.82M 0.05% 492
2017
Q1 		$4.45M Sell
191,232
-13,415
-7% -$300K 0.44% 17
2016
Q4 		$4.26M Buy
204,647
+22,239
+12% +$415K 0.46% 16
2016
Q3 		$3.11M Buy
182,408
+158,285
+656% +$2.62M 0.32% 95
2016
Q2 		$374K Buy
+24,123
New +$368K 0.03% 560
2015
Q4 		– Sell
-151,847
Closed -$2.75M – 708
2015
Q3 		$2.75M Buy
151,847
+126,667
+503% +$2.54M 0.23% 163
2015
Q2 		$547K Sell
25,180
-76,264
-75% -$1.63M 0.05% 596
2015
Q1 		$2.02M Buy
101,444
+77,298
+320% +$1.6M 0.27% 64
2014
Q4 		$485K Buy
+24,146
New +$498K 0.14% 267

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

Engineers Gate Manager's JEF Position: Q1 2026 in Review

Engineers Gate Manager increased its Jefferies Financial Group (JEF) stake by 323% in Q1 2026, buying an estimated $6.75M and bringing the position to 170,288 shares worth $7.03M. The position accounts for 0.09% of the portfolio, ranked #280.

Engineers Gate Manager first reported a position in JEF in Q4 2014 and has held it in 31 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Engineers Gate Manager held 170,288 shares of Jefferies Financial Group worth $7.03M as of Q1 2026.
  • Engineers Gate Manager bought 130,028 Jefferies Financial Group shares in Q1 2026, an estimated $6.75M.
  • Jefferies Financial Group made up 0.09% of Engineers Gate Manager's portfolio in Q1 2026, its #280 holding.
  • Engineers Gate Manager first reported a position in Jefferies Financial Group in Q4 2014 and has held it in 31 quarters since.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.