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Ervin Investment Management’s Jefferies Financial Group JEF Stock Holding History

Ervin Investment Management’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 		$4.61M Buy
92,178
+1,870
+2% +$96.4K 2.5% 15
2026
Q1 		$3.73M Buy
90,308
+3,204
+4% +$166K 2.18% 15
2025
Q4 		$5.4M Buy
87,104
+406
+0.5% +$23.3K 3.02% 11
2025
Q3 		$5.67M Sell
86,698
-3,447
-4% -$210K 3.25% 8
2025
Q2 		$4.93M Buy
90,145
+2,660
+3% +$132K 3.08% 9
2025
Q1 		$4.69M Buy
87,485
+52,335
+149% +$3.55M 3.16% 8
2024
Q4 		$6.65M Sell
35,150
-59,044
-63% -$4.25M 4.29% 8
2024
Q3 		$5.8M Sell
94,194
-955
-1% -$54.2K 3.72% 8
2024
Q2 		$4.73M Sell
95,149
-1,463
-2% -$65.7K 3.28% 8
2024
Q1 		$4.26M Sell
96,612
-1,160
-1% -$48.3K 2.99% 9
2023
Q4 		$3.95M Buy
97,772
+200
+0.2% +$7.08K 3.02% 9
2023
Q3 		$3.57M Sell
97,572
-53
-0.1% -$1.9K 3% 9
2023
Q2 		$3.24M Buy
97,625
+1,408
+1% +$43.9K 2.6% 10
2023
Q1 		$2.98M Sell
96,217
-3,123
-3% -$113K 2.6% 10
2022
Q4 		$3.26M Buy
99,340
+2,358
+2% +$78.4K 2.96% 9
2022
Q3 		$2.73M Buy
96,982
+841
+0.9% +$25.5K 2.71% 9
2022
Q2 		$2.56M Buy
96,141
+361
+0.4% +$10.7K 2.38% 9
2022
Q1 		$3.04M Buy
95,780
+5,741
+6% +$195K 2.32% 9
2021
Q4 		$3.34M Buy
+90,039
New +$3.47M 2.67% 8

Other funds holding JEF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Ervin Investment Management's JEF Position: Q2 2026 in Review

Ervin Investment Management increased its Jefferies Financial Group (JEF) stake by 2.1% in Q2 2026, buying an estimated $96.4K and bringing the position to 92,178 shares worth $4.61M. The position accounts for 2.5% of the portfolio, ranked #15.

Ervin Investment Management first reported a position in JEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.65M in Q4 2024. 116 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Ervin Investment Management held 92,178 shares of Jefferies Financial Group worth $4.61M as of Q2 2026.
  • Ervin Investment Management bought 1,870 Jefferies Financial Group shares in Q2 2026, an estimated $96.4K.
  • Jefferies Financial Group made up 2.5% of Ervin Investment Management's portfolio in Q2 2026, its #15 holding.
  • Ervin Investment Management first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 19 quarters since.
  • Ervin Investment Management's Jefferies Financial Group position peaked at $6.65M in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.