Ensign Peak Advisors
JEF icon

Ensign Peak Advisors’s Jefferies Financial Group JEF Stock Holding History

Ensign Peak Advisors’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 		$19.8M Buy
395,780
+146,934
+59% +$7.57M 0.03% 327
2026
Q1 		$10.3M Sell
248,846
-12,399
-5% -$644K 0.02% 403
2025
Q4 		$16.2M Sell
261,245
-71,104
-21% -$4.08M 0.03% 316
2025
Q3 		$21.7M Buy
332,349
+287,960
+649% +$17.6M 0.04% 292
2025
Q2 		$2.43M Sell
44,389
-5,052
-10% -$250K ﹤0.01% 835
2025
Q1 		$2.65M Buy
49,441
+1,652
+3% +$112K 0.01% 807
2024
Q4 		$3.75M Hold
47,789
– – 0.01% 721
2024
Q3 		$2.94M Hold
47,789
– – 0.01% 790
2024
Q2 		$2.38M Hold
47,789
– – ﹤0.01% 837
2024
Q1 		$2.11M Sell
47,789
-2,411
-5% -$100K ﹤0.01% 903
2023
Q4 		$2.03M Hold
50,200
– – ﹤0.01% 909
2023
Q3 		$1.84M Sell
50,200
-2,570
-5% -$92.1K ﹤0.01% 867
2023
Q2 		$1.75M Sell
52,770
-4,780
-8% -$149K ﹤0.01% 930
2023
Q1 		$1.83M Sell
57,550
-80,444
-58% -$2.91M ﹤0.01% 883
2022
Q4 		$4.52M Buy
137,994
+37,740
+38% +$1.25M 0.01% 581
2022
Q3 		$2.83M Buy
100,254
+2,129
+2% +$64.4K 0.01% 671
2022
Q2 		$2.59M Sell
98,125
-1,564
-2% -$46.2K 0.01% 711
2022
Q1 		$3.13M Buy
99,689
+1,564
+2% +$53.1K 0.01% 720
2021
Q4 		$3.64M Sell
98,125
-67,337
-41% -$2.59M 0.01% 761
2021
Q3 		$5.87M Buy
165,462
+11,146
+7% +$373K 0.01% 591
2021
Q2 		$5.05M Sell
154,316
-5,236
-3% -$160K 0.01% 649
2021
Q1 		$4.59M Buy
159,552
+7,245
+5% +$198K 0.01% 661
2020
Q4 		$3.58M Sell
152,307
-1,150,971
-88% -$24.2M 0.01% 749
2020
Q3 		$22.4M Sell
1,303,278
-743,235
-36% -$12.2M 0.06% 280
2020
Q2 		$30.4M Buy
2,046,513
+535,461
+35% +$7.17M 0.08% 202
2020
Q1 		$19.7M Buy
1,511,052
+166,948
+12% +$3.19M 0.07% 224
2019
Q4 		$27.5M Buy
+1,344,104
New +$25.4M 0.07% 240

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

Ensign Peak Advisors's JEF Position: Q2 2026 in Review

Ensign Peak Advisors increased its Jefferies Financial Group (JEF) stake by 59% in Q2 2026, buying an estimated $7.57M and bringing the position to 395,780 shares worth $19.8M. The position accounts for 0.03% of the portfolio, ranked #327.

Ensign Peak Advisors first reported a position in JEF in Q4 2019 and has held it in 27 quarters since. The position peaked at $30.4M in Q2 2020. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Ensign Peak Advisors held 395,780 shares of Jefferies Financial Group worth $19.8M as of Q2 2026.
  • Ensign Peak Advisors bought 146,934 Jefferies Financial Group shares in Q2 2026, an estimated $7.57M.
  • Jefferies Financial Group made up 0.03% of Ensign Peak Advisors's portfolio in Q2 2026, its #327 holding.
  • Ensign Peak Advisors first reported a position in Jefferies Financial Group in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's Jefferies Financial Group position peaked at $30.4M in Q2 2020.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.