Gotham Asset Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $882K | Sell |
21,381
-98
| -0.5% | -$5.09K | ﹤0.01% | 1345 |
|
|
2025
Q4 | $1.33M | Buy |
21,479
+69
| +0.3% | +$3.96K | ﹤0.01% | 1167 |
|
|
2025
Q3 | $1.4M | Hold |
21,410
| – | – | 0.01% | 1102 |
|
|
2025
Q2 | $1.17M | Hold |
21,410
| – | – | 0.01% | 1093 |
|
|
2025
Q1 | $1.15M | Sell |
21,410
-296
| -1% | -$20.1K | 0.01% | 964 |
|
|
2024
Q4 | $1.7M | Sell |
21,706
-44
| -0.2% | -$3.17K | 0.02% | 761 |
|
|
2024
Q3 | $1.34M | Buy |
21,750
+447
| +2% | +$25.4K | 0.01% | 843 |
|
|
2024
Q2 | $1.06M | Sell |
21,303
-311
| -1% | -$14K | 0.01% | 874 |
|
|
2024
Q1 | $953K | Buy |
21,614
+584
| +3% | +$24.3K | 0.01% | 860 |
|
|
2023
Q4 | $850K | Sell |
21,030
-271
| -1% | -$9.59K | 0.02% | 838 |
|
|
2023
Q3 | $780K | Hold |
21,301
| – | – | 0.02% | 853 |
|
|
2023
Q2 | $707K | Sell |
21,301
-438
| -2% | -$13.7K | 0.02% | 870 |
|
|
2023
Q1 | $690K | Sell |
21,739
-453
| -2% | -$16.4K | 0.02% | 859 |
|
|
2022
Q4 | $727K | Buy |
22,192
+1,284
| +6% | +$42.7K | 0.02% | 784 |
|
|
2022
Q3 | $590K | Sell |
20,908
-48
| -0.2% | -$1.45K | 0.02% | 814 |
|
|
2022
Q2 | $553K | Buy |
20,956
+8,328
| +66% | +$246K | 0.02% | 756 |
|
|
2022
Q1 | $397K | Buy |
12,628
+205
| +2% | +$6.96K | 0.01% | 865 |
|
|
2021
Q4 | $461K | Sell |
12,423
-148
| -1% | -$5.7K | 0.01% | 796 |
|
|
2021
Q3 | $446K | Buy |
+12,571
| New | +$421K | 0.02% | 696 |
|
|
2020
Q3 | – | Sell |
-12,809
| Closed | -$190K | – | 1089 |
|
|
2020
Q2 | $190K | Buy |
+12,809
| New | +$172K | 0.01% | 973 |
|
|
2019
Q3 | – | Sell |
-12,115
| Closed | -$209K | – | 1156 |
|
|
2019
Q2 | $209K | Buy |
+12,115
| New | +$208K | ﹤0.01% | 1062 |
|
|
2019
Q1 | – | Sell |
-18,572
| Closed | -$289K | – | 1203 |
|
|
2018
Q4 | $289K | Buy |
+18,572
| New | +$340K | ﹤0.01% | 867 |
|
|
2018
Q2 | – | Sell |
-20,151
| Closed | -$410K | – | 958 |
|
|
2018
Q1 | $410K | Sell |
20,151
-141
| -0.7% | -$3.19K | 0.01% | 743 |
|
|
2017
Q4 | $481K | Buy |
20,292
+4,186
| +26% | +$96.5K | 0.01% | 718 |
|
|
2017
Q3 | $364K | Sell |
16,106
-17,873
| -53% | -$400K | 0.01% | 764 |
|
|
2017
Q2 | $796K | Buy |
+33,979
| New | +$774K | 0.01% | 675 |
|
|
2015
Q4 | – | Sell |
-23,368
| Closed | -$424K | – | 927 |
|
|
2015
Q3 | $424K | Buy |
23,368
+12,517
| +115% | +$251K | ﹤0.01% | 748 |
|
|
2015
Q2 | $236K | Buy |
+10,851
| New | +$232K | ﹤0.01% | 854 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Gotham Asset Management's JEF Position: Q1 2026 in Review
Gotham Asset Management reduced its Jefferies Financial Group (JEF) stake by 0.46% in Q1 2026, selling an estimated $5.09K and leaving 21,381 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.
Gotham Asset Management first reported a position in JEF in Q2 2015 and has held it in 28 quarters since. The position peaked at $1.7M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Gotham Asset Management held 21,381 shares of Jefferies Financial Group worth $882K as of Q1 2026.
- Gotham Asset Management sold 98 Jefferies Financial Group shares in Q1 2026, an estimated $5.09K.
- Jefferies Financial Group made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1345 holding.
- Gotham Asset Management first reported a position in Jefferies Financial Group in Q2 2015 and has held it in 28 quarters since.
- Gotham Asset Management's Jefferies Financial Group position peaked at $1.7M in Q4 2024.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.