Handelsbanken Fonder’s Jefferies Financial Group JEF Stock Holding History

Handelsbanken Fonder’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	$2.43M	Buy	48,703 +1,600	+3%	+$82.5K	0.01%	744
2026 Q1	$1.94M	Hold	47,103	–	–	0.01%	741
2025 Q4	$2.92M	Buy	47,103 +5,800	+14%	+$332K	0.01%	621
2025 Q3	$2.7M	Hold	41,303	–	–	0.01%	633
2025 Q2	$2.26M	Sell	41,303 -1,700	-4%	-$84.2K	0.01%	619
2025 Q1	$2.3M	Hold	43,003	–	–	0.01%	601
2024 Q4	$3.37M	Sell	43,003 -10,400	-19%	-$748K	0.01%	518
2024 Q3	$3.29M	Buy	53,403 +14,200	+36%	+$806K	0.01%	517
2024 Q2	$1.95M	Hold	39,203	–	–	0.01%	597
2024 Q1	$1.73M	Hold	39,203	–	–	0.01%	648
2023 Q4	$1.58M	Hold	39,203	–	–	0.01%	620
2023 Q3	$1.44M	Hold	39,203	–	–	0.01%	621
2023 Q2	$1.3M	Buy	39,203 +17,300	+79%	+$540K	0.01%	636
2023 Q1	$695K	Sell	21,903 -1,008	-4%	-$36.4K	﹤0.01%	846
2022 Q4	$751K	Hold	22,911	–	–	﹤0.01%	749
2022 Q3	$646K	Hold	22,911	–	–	﹤0.01%	824
2022 Q2	$605K	Hold	22,911	–	–	﹤0.01%	918
2022 Q1	$720K	Sell	22,911 -12,133	-35%	-$412K	﹤0.01%	958
2021 Q4	$1.3M	Sell	35,044 -2,720	-7%	-$105K	0.01%	776
2021 Q3	$1.34M	Hold	37,764	–	–	0.01%	757
2021 Q2	$1.24M	Sell	37,764 -2,092	-5%	-$63.8K	0.01%	808
2021 Q1	$1.15M	Hold	39,856	–	–	0.01%	781
2020 Q4	$937K	Hold	39,856	–	–	0.01%	857
2020 Q3	$686K	Hold	39,856	–	–	0.01%	846
2020 Q2	$593K	Buy	+39,856	New	+$534K	0.01%	888
2016 Q1	–	Sell	-17,818	Closed	-$277K	–	406
2015 Q4	$277K	Buy	+17,818	New	+$298K	0.01%	684

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Handelsbanken Fonder's JEF Position: Q2 2026 in Review

Handelsbanken Fonder increased its Jefferies Financial Group (JEF) stake by 3.4% in Q2 2026, buying an estimated $82.5K and bringing the position to 48,703 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #744.

Handelsbanken Fonder first reported a position in JEF in Q4 2015 and has held it in 26 quarters since. The position peaked at $3.37M in Q4 2024. 391 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Handelsbanken Fonder held 48,703 shares of Jefferies Financial Group worth $2.43M as of Q2 2026.
Handelsbanken Fonder bought 1,600 Jefferies Financial Group shares in Q2 2026, an estimated $82.5K.
Jefferies Financial Group made up 0.01% of Handelsbanken Fonder's portfolio in Q2 2026, its #744 holding.
Handelsbanken Fonder first reported a position in Jefferies Financial Group in Q4 2015 and has held it in 26 quarters since.
Handelsbanken Fonder's Jefferies Financial Group position peaked at $3.37M in Q4 2024.
391 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.