First Wilshire Securities Management’s Jefferies Financial Group JEF Stock Holding History

First Wilshire Securities 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	$2.59M	Sell	51,869 -959	-2%	-$49.4K	0.53%	34
2026 Q1	$2.18M	Buy	52,828 +655	+1%	+$34K	0.49%	35
2025 Q4	$3.23M	Sell	52,173 -86	-0.2%	-$4.93K	0.81%	36
2025 Q3	$3.42M	Sell	52,259 -723	-1%	-$44.1K	0.91%	33
2025 Q2	$2.9M	Sell	52,982 -239	-0.4%	-$11.8K	0.79%	33
2025 Q1	$2.85M	Sell	53,221 -617	-1%	-$41.9K	0.82%	30
2024 Q4	$4.22M	Sell	53,838 -825	-2%	-$59.3K	1.15%	27
2024 Q3	$3.37M	Sell	54,663 -14,951	-21%	-$848K	0.95%	25
2024 Q2	$3.46M	Sell	69,614 -786	-1%	-$35.3K	1.06%	26
2024 Q1	$3.1M	Sell	70,400 -73,688	-51%	-$3.07M	0.91%	28
2023 Q4	$5.82M	Sell	144,088 -5,241	-4%	-$185K	1.88%	19
2023 Q3	$5.47M	Sell	149,329 -7,203	-5%	-$258K	1.87%	20
2023 Q2	$5.19M	Buy	156,532 +951	+0.6%	+$29.7K	1.78%	20
2023 Q1	$4.94M	Sell	155,581 -566,231	-78%	-$20.5M	1.68%	20
2022 Q4	$23.7M	Sell	721,812 -8,753	-1%	-$291K	8.27%	2
2022 Q3	$20.6M	Buy	730,565 +1,429	+0.2%	+$43.3K	8.33%	2
2022 Q2	$19.3M	Sell	729,136 -4,691	-0.6%	-$139K	7.19%	4
2022 Q1	$23M	Sell	733,827 -7,734	-1%	-$263K	8.1%	3
2021 Q4	$27.5M	Sell	741,561 -13,070	-2%	-$503K	8.58%	3
2021 Q3	$26.8M	Sell	754,631 -1,121	-0.1%	-$37.5K	8.88%	2
2021 Q2	$24.7M	Sell	755,752 -10,303	-1%	-$314K	8.65%	3
2021 Q1	$22M	Sell	766,055 -134,331	-15%	-$3.66M	8.24%	3
2020 Q4	$21.2M	Sell	900,386 -35,901	-4%	-$753K	8.53%	3
2020 Q3	$16.1M	Sell	936,287 -27,586	-3%	-$451K	7.69%	3
2020 Q2	$14.3M	Sell	963,873 -4,056	-0.4%	-$54.3K	6.63%	5
2020 Q1	$12.7M	Buy	967,929 +287,577	+42%	+$5.49M	7.11%	4
2019 Q4	$13.9M	Sell	680,352 -11,513	-2%	-$218K	5.22%	2
2019 Q3	$12.2M	Buy	691,865 +476,668	+222%	+$8.49M	4.61%	3
2019 Q2	$3.7M	Sell	215,197 -28,340	-12%	-$486K	1.47%	25
2019 Q1	$4.1M	Buy	+243,537	New	+$4.3M	1.4%	26

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

First Wilshire Securities Management's JEF Position: Q2 2026 in Review

First Wilshire Securities Management reduced its Jefferies Financial Group (JEF) stake by 1.8% in Q2 2026, selling an estimated $49.4K and leaving 51,869 shares worth $2.59M. The position accounts for 0.53% of the portfolio, ranked #34.

First Wilshire Securities Management first reported a position in JEF in Q1 2019 and has held it in 30 quarters since. The position peaked at $27.5M in Q4 2021. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

First Wilshire Securities Management held 51,869 shares of Jefferies Financial Group worth $2.59M as of Q2 2026.
First Wilshire Securities Management sold 959 Jefferies Financial Group shares in Q2 2026, an estimated $49.4K.
Jefferies Financial Group made up 0.53% of First Wilshire Securities Management's portfolio in Q2 2026, its #34 holding.
First Wilshire Securities Management first reported a position in Jefferies Financial Group in Q1 2019 and has held it in 30 quarters since.
First Wilshire Securities Management's Jefferies Financial Group position peaked at $27.5M in Q4 2021.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.