Franklin Resources
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Franklin Resources’s Jefferies Financial Group JEF Stock Holding History

Franklin Resources’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 		$6.95M Buy
139,064
+10,946
+9% +$564K ﹤0.01% 1436
2026
Q1 		$5.29M Buy
128,118
+107
+0.1% +$5.55K ﹤0.01% 1496
2025
Q4 		$7.93M Sell
128,011
-112,450
-47% -$6.45M ﹤0.01% 1236
2025
Q3 		$15.7M Sell
240,461
-19,070
-7% -$1.16M ﹤0.01% 1022
2025
Q2 		$14.2M Buy
259,531
+156,346
+152% +$7.74M ﹤0.01% 1022
2025
Q1 		$5.53M Sell
103,185
-172,443
-63% -$11.7M ﹤0.01% 1312
2024
Q4 		$21.6M Sell
275,628
-4,398
-2% -$316K 0.01% 883
2024
Q3 		$18.2M Buy
280,026
+195,902
+233% +$11.1M 0.01% 924
2024
Q2 		$4.19M Sell
84,124
-5,576
-6% -$250K ﹤0.01% 1385
2024
Q1 		$3.96M Sell
89,700
-82,204
-48% -$3.42M ﹤0.01% 1444
2023
Q4 		$6.95M Buy
171,904
+99,895
+139% +$3.53M ﹤0.01% 1032
2023
Q3 		$2.64M Sell
72,009
-12,441
-15% -$446K ﹤0.01% 1293
2023
Q2 		$2.8M Sell
84,450
-121,255
-59% -$3.78M ﹤0.01% 1303
2023
Q1 		$6.53M Sell
205,705
-39,098
-16% -$1.41M ﹤0.01% 1031
2022
Q4 		$8.02M Buy
244,803
+233,334
+2,034% +$7.75M ﹤0.01% 995
2022
Q3 		$323K Sell
11,469
-37,905
-77% -$1.15M ﹤0.01% 1818
2022
Q2 		$1.3M Sell
49,374
-213,401
-81% -$6.31M ﹤0.01% 1470
2022
Q1 		$8.25M Sell
262,775
-7,925
-3% -$269K ﹤0.01% 1060
2021
Q4 		$10M Buy
270,700
+238,442
+739% +$9.18M ﹤0.01% 1063
2021
Q3 		$1.15M Sell
32,258
-5,831
-15% -$195K ﹤0.01% 1593
2021
Q2 		$1.25M Buy
38,089
+6,944
+22% +$212K ﹤0.01% 1444
2021
Q1 		$897K Sell
31,145
-6,744
-18% -$184K ﹤0.01% 1503
2020
Q4 		$891K Buy
37,889
+16,763
+79% +$352K ﹤0.01% 1454
2020
Q3 		$363K Sell
21,126
-3,281
-13% -$53.7K ﹤0.01% 1544
2020
Q2 		$401K Buy
+24,407
New +$327K ﹤0.01% 1417
2014
Q3 		– Sell
-189,902
Closed -$4.46M – 1571
2014
Q2 		$4.46M Buy
+189,902
New +$4.41M ﹤0.01% 1199

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources's JEF Position: Q2 2026 in Review

Franklin Resources increased its Jefferies Financial Group (JEF) stake by 8.5% in Q2 2026, buying an estimated $564K and bringing the position to 139,064 shares worth $6.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Franklin Resources first reported a position in JEF in Q2 2014 and has held it in 26 quarters since. The position peaked at $21.6M in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Franklin Resources held 139,064 shares of Jefferies Financial Group worth $6.95M as of Q2 2026.
  • Franklin Resources bought 10,946 Jefferies Financial Group shares in Q2 2026, an estimated $564K.
  • Jefferies Financial Group made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1436 holding.
  • Franklin Resources first reported a position in Jefferies Financial Group in Q2 2014 and has held it in 26 quarters since.
  • Franklin Resources's Jefferies Financial Group position peaked at $21.6M in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.