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

Evergreen 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	$302K	Buy	+6,041	New	+$311K	0.01%	1213
2026 Q1	–	Sell	-8,855	Closed	-$549K	–	1570
2025 Q4	$549K	Buy	8,855 +3,207	+57%	+$184K	0.01%	694
2025 Q3	$369K	Buy	+5,648	New	+$344K	0.01%	823
2025 Q1	–	Sell	-3,801	Closed	-$298K	–	1137
2024 Q4	$298K	Buy	+3,801	New	+$273K	0.01%	739
2023 Q1	–	Sell	-7,799	Closed	-$256K	–	740
2022 Q4	$256K	Buy	+7,799	New	+$259K	0.01%	531
2018 Q1	–	Sell	-9,433	Closed	-$224K	–	366
2017 Q4	$224K	Buy	+9,433	New	+$218K	0.02%	219

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

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

Evergreen Capital Management opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 6,041 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #1213 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in JEF as recently as Q4 2025.

Evergreen Capital Management first reported a position in JEF in Q4 2017 and has held it in 6 quarters since. The position peaked at $549K in Q4 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Evergreen Capital Management held 6,041 shares of Jefferies Financial Group worth $302K as of Q2 2026.
Jefferies Financial Group was a new Evergreen Capital Management position in Q2 2026.
Jefferies Financial Group made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1213 holding.
Evergreen Capital Management first reported a position in Jefferies Financial Group in Q4 2017 and has held it in 6 quarters since.
Evergreen Capital Management's Jefferies Financial Group position peaked at $549K in Q4 2025.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.