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 Q2	$864K	Sell	17,290 -18,121	-51%	-$934K	0.21%	117
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
2024 Q3	–	Sell	-4,410	Closed	-$219K	–	988
2024 Q2	$219K	Buy	+4,410	New	+$198K	0.1%	358

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EntryPoint Capital's JEF Position: Q2 2026 in Review

EntryPoint Capital reduced its Jefferies Financial Group (JEF) stake by 51% in Q2 2026, selling an estimated $934K and leaving 17,290 shares worth $864K. The position accounts for 0.21% of the portfolio, ranked #117.

EntryPoint Capital first reported a position in JEF in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q1 2026. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

EntryPoint Capital held 17,290 shares of Jefferies Financial Group worth $864K as of Q2 2026.
EntryPoint Capital sold 18,121 Jefferies Financial Group shares in Q2 2026, an estimated $934K.
Jefferies Financial Group made up 0.21% of EntryPoint Capital's portfolio in Q2 2026, its #117 holding.
EntryPoint Capital first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 7 quarters since.
EntryPoint Capital's Jefferies Financial Group position peaked at $1.46M in Q1 2026.
589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on EntryPoint Capital's 13F filing for Q2 2026, filed 13 Aug 2026.