EntryPoint Capital’s Jefferies Financial Group JEF Stock Holding History

EntryPoint Capital’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	$1.46M	Buy	35,411 +21,770	+160%	+$1.13M	0.43%	12
2025 Q4	$845K	Buy	13,641 +6,043	+80%	+$346K	0.33%	49
2025 Q3	$497K	Sell	7,598 -1,583	-17%	-$96.5K	0.19%	168
2025 Q2	$502K	Buy	9,181 +3,758	+69%	+$186K	0.25%	98
2025 Q1	$291K	Buy	+5,423	New	+$368K	0.13%	336

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EntryPoint Capital's JEF Position: Q1 2026 in Review

EntryPoint Capital increased its Jefferies Financial Group (JEF) stake by 160% in Q1 2026, buying an estimated $1.13M and bringing the position to 35,411 shares worth $1.46M. The position accounts for 0.43% of the portfolio, ranked #12.

EntryPoint Capital first reported a position in JEF in Q1 2025 and has held it in 5 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

EntryPoint Capital held 35,411 shares of Jefferies Financial Group worth $1.46M as of Q1 2026.
EntryPoint Capital bought 21,770 Jefferies Financial Group shares in Q1 2026, an estimated $1.13M.
Jefferies Financial Group made up 0.43% of EntryPoint Capital's portfolio in Q1 2026, its #12 holding.
EntryPoint Capital first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 5 quarters since.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on EntryPoint Capital's 13F filing for Q1 2026, filed 14 May 2026.