Gateway Investment Advisers’s Jefferies Financial Group JEF Stock Holding History

Gateway Investment Advisers’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	$2.71M	Buy	54,210 +43,525	+407%	+$2.24M	0.03%	239
2026 Q1	$441K	Sell	10,685 -55,996	-84%	-$2.91M	﹤0.01%	519
2025 Q4	$4.13M	Sell	66,681 -8,820	-12%	-$506K	0.04%	215
2025 Q3	$4.94M	Buy	75,501 +6,212	+9%	+$379K	0.05%	201
2025 Q2	$3.79M	Buy	69,289 +9,717	+16%	+$481K	0.04%	210
2025 Q1	$3.19M	Buy	59,572 +3,771	+7%	+$256K	0.04%	224
2024 Q4	$4.37M	Buy	55,801 +256	+0.5%	+$18.4K	0.05%	198
2024 Q3	$3.42M	Hold	55,545	–	–	0.04%	221
2024 Q2	$2.76M	Hold	55,545	–	–	0.03%	230
2024 Q1	$2.45M	Hold	55,545	–	–	0.03%	254
2023 Q4	$2.24M	Hold	55,545	–	–	0.03%	263
2023 Q3	$2.03M	Hold	55,545	–	–	0.03%	267
2023 Q2	$1.84M	Hold	55,545	–	–	0.02%	281
2023 Q1	$1.76M	Sell	55,545 -2,568	-4%	-$92.8K	0.02%	299
2022 Q4	$1.9M	Sell	58,113 -225	-0.4%	-$7.48K	0.02%	310
2022 Q3	$1.65M	Sell	58,338 -125	-0.2%	-$3.78K	0.02%	324
2022 Q2	$1.54M	Buy	58,463 +99	+0.2%	+$2.93K	0.02%	340
2022 Q1	$1.83M	Buy	58,364 +1,120	+2%	+$38K	0.02%	337
2021 Q4	$2.12M	Buy	57,244 +640	+1%	+$24.6K	0.02%	307
2021 Q3	$2.01M	Hold	56,604	–	–	0.02%	316
2021 Q2	$1.85M	Hold	56,604	–	–	0.02%	332
2021 Q1	$1.63M	Hold	56,604	–	–	0.02%	336
2020 Q4	$1.33M	Sell	56,604 -151	-0.3%	-$3.17K	0.01%	346
2020 Q3	$977K	Sell	56,755 -86	-0.2%	-$1.41K	0.01%	354
2020 Q2	$845K	Buy	56,841 +466	+0.8%	+$6.24K	0.01%	378
2020 Q1	$737K	Sell	56,375 -55	-0.1%	-$1.05K	0.01%	378
2019 Q4	$1.15M	Sell	56,430 -2,616	-4%	-$49.5K	0.01%	379
2019 Q3	$1.04M	Sell	59,046 -12,488	-17%	-$222K	0.01%	396
2019 Q2	$1.23M	Sell	71,534 -1,942	-3%	-$33.3K	0.01%	421
2019 Q1	$1.24M	Sell	73,476 -1,802	-2%	-$31.8K	0.01%	422
2018 Q4	$1.17M	Buy	75,278 +254	+0.3%	+$4.65K	0.01%	436
2018 Q3	$1.48M	Sell	75,024 -2,138	-3%	-$44.6K	0.01%	408
2018 Q2	$1.57M	Sell	77,162 -1,634	-2%	-$34.2K	0.01%	400
2018 Q1	$1.6M	Sell	78,796 -185	-0.2%	-$4.19K	0.01%	411
2017 Q4	$1.87M	Sell	78,981 -3,416	-4%	-$78.8K	0.02%	407
2017 Q3	$1.86M	Sell	82,397 -574	-0.7%	-$12.9K	0.02%	408
2017 Q2	$1.94M	Buy	82,971 +38	+0%	+$866	0.02%	387
2017 Q1	$1.93M	Sell	82,933 -2,156	-3%	-$48.2K	0.02%	375
2016 Q4	$1.77M	Sell	85,089 -1,341	-2%	-$25.1K	0.02%	393
2016 Q3	$1.47M	Buy	86,430 +15,495	+22%	+$257K	0.01%	412
2016 Q2	$1.1M	Hold	70,935	–	–	0.01%	464
2016 Q1	$1.03M	Sell	70,935 -11,435	-14%	-$161K	0.01%	464
2015 Q4	$1.28M	Buy	82,370 +691	+0.8%	+$11.6K	0.01%	477
2015 Q3	$1.48M	Sell	81,679 -1,791	-2%	-$36K	0.01%	441
2015 Q2	$1.81M	Sell	83,470 -1,061	-1%	-$22.7K	0.02%	424
2015 Q1	$1.69M	Sell	84,531 -406	-0.5%	-$8.39K	0.01%	442
2014 Q4	$1.71M	Sell	84,937 -1,159	-1%	-$23.9K	0.01%	441
2014 Q3	$1.84M	Sell	86,096 -332	-0.4%	-$7.48K	0.01%	455
2014 Q2	$2.03M	Buy	86,428 +5,970	+7%	+$139K	0.02%	436
2014 Q1	$2.02M	Buy	80,458 +3,688	+5%	+$91K	0.02%	407
2013 Q4	$1.95M	Buy	76,770 +3,931	+5%	+$99.5K	0.02%	409
2013 Q3	$1.78M	Buy	72,839 +3,445	+5%	+$82.5K	0.02%	415
2013 Q2	$1.63M	Buy	+69,394	New	+$1.82M	0.01%	407

Other funds holding JEF

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

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) 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 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

Gateway Investment Advisers's JEF Position: Q2 2026 in Review

Gateway Investment Advisers increased its Jefferies Financial Group (JEF) stake by 407% in Q2 2026, buying an estimated $2.24M and bringing the position to 54,210 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #239.

Gateway Investment Advisers first reported a position in JEF in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.94M in Q3 2025. 123 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Gateway Investment Advisers held 54,210 shares of Jefferies Financial Group worth $2.71M as of Q2 2026.
Gateway Investment Advisers bought 43,525 Jefferies Financial Group shares in Q2 2026, an estimated $2.24M.
Jefferies Financial Group made up 0.03% of Gateway Investment Advisers's portfolio in Q2 2026, its #239 holding.
Gateway Investment Advisers first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 53 quarters since.
Gateway Investment Advisers's Jefferies Financial Group position peaked at $4.94M in Q3 2025.
123 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.