Everence Capital Management’s Jefferies Financial Group JEF Stock Holding History

Everence Capital 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	$215K	Buy	+4,311	New	+$222K	0.01%	795
2026 Q1	–	Sell	-4,831	Closed	-$299K	–	847
2025 Q4	$299K	Hold	4,831	–	–	0.02%	587
2025 Q3	$316K	Sell	4,831 -1,429	-23%	-$87.1K	0.02%	584
2025 Q2	$342K	Buy	+6,260	New	+$310K	0.02%	523
2025 Q1	–	Sell	-3,340	Closed	-$262K	–	811
2024 Q4	$262K	Buy	+3,340	New	+$240K	0.02%	646
2019 Q3	–	Sell	-18,757	Closed	-$323K	–	654
2019 Q2	$323K	Hold	18,757	–	–	0.05%	407
2019 Q1	$315K	Hold	18,757	–	–	0.06%	391
2018 Q4	$291K	Hold	18,757	–	–	0.07%	296
2018 Q3	$369K	Buy	+18,757	New	+$391K	0.07%	278
2018 Q1	–	Sell	-9,339	Closed	-$221K	–	432
2017 Q4	$221K	Hold	9,339	–	–	0.05%	375
2017 Q3	$211K	Hold	9,339	–	–	0.05%	354
2017 Q2	$219K	Hold	9,339	–	–	0.05%	332
2017 Q1	$217K	Buy	+9,339	New	+$209K	0.06%	326

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

Everence Capital Management's JEF Position: Q2 2026 in Review

Everence Capital Management opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,311 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in JEF as recently as Q4 2025.

Everence Capital Management first reported a position in JEF in Q1 2017 and has held it in 13 quarters since. The position peaked at $369K in Q3 2018. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Everence Capital Management held 4,311 shares of Jefferies Financial Group worth $215K as of Q2 2026.
Jefferies Financial Group was a new Everence Capital Management position in Q2 2026.
Jefferies Financial Group made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #795 holding.
Everence Capital Management first reported a position in Jefferies Financial Group in Q1 2017 and has held it in 13 quarters since.
Everence Capital Management's Jefferies Financial Group position peaked at $369K in Q3 2018.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.