Harbor Advisors’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
Q2 | $750K | Hold |
15,000
| – | – | 0.09% | 101 |
|
|
2026
Q1 | $619K | Hold |
15,000
| – | – | 0.09% | 109 |
|
|
2025
Q4 | $930K | Hold |
15,000
| – | – | 0.14% | 80 |
|
|
2025
Q3 | $981K | Hold |
15,000
| – | – | 0.15% | 76 |
|
|
2025
Q2 | $820K | Hold |
15,000
| – | – | 0.13% | 86 |
|
|
2025
Q1 | $804K | Hold |
15,000
| – | – | 0.14% | 82 |
|
|
2024
Q4 | $1.18M | Hold |
15,000
| – | – | 0.18% | 64 |
|
|
2024
Q3 | $923K | Hold |
15,000
| – | – | 0.15% | 76 |
|
|
2024
Q2 | $746K | Hold |
15,000
| – | – | 0.14% | 81 |
|
|
2024
Q1 | $662K | Hold |
15,000
| – | – | 0.12% | 91 |
|
|
2023
Q4 | $606K | Hold |
15,000
| – | – | 0.12% | 92 |
|
|
2023
Q3 | $549K | Hold |
15,000
| – | – | 0.12% | 89 |
|
|
2023
Q2 | $498K | Hold |
15,000
| – | – | 0.11% | 88 |
|
|
2023
Q1 | $476K | Sell |
15,000
-690
| -4% | -$24.9K | 0.11% | 88 |
|
|
2022
Q4 | $514K | Hold |
15,690
| – | – | 0.13% | 86 |
|
|
2022
Q3 | $481K | Hold |
15,690
| – | – | 0.13% | 87 |
|
|
2022
Q2 | $414K | Hold |
15,690
| – | – | 0.1% | 98 |
|
|
2022
Q1 | $493K | Hold |
15,690
| – | – | 0.1% | 98 |
|
|
2021
Q4 | $582K | Hold |
15,690
| – | – | 0.11% | 92 |
|
|
2021
Q3 | $557K | Hold |
15,690
| – | – | 0.11% | 93 |
|
|
2021
Q2 | $513K | Hold |
15,690
| – | – | 0.1% | 98 |
|
|
2021
Q1 | $452K | Hold |
15,690
| – | – | 0.1% | 100 |
|
|
2020
Q4 | $369K | Hold |
15,690
| – | – | 0.08% | 102 |
|
|
2020
Q3 | $270K | Hold |
15,690
| – | – | 0.06% | 108 |
|
|
2020
Q2 | $233K | Hold |
15,690
| – | – | 0.06% | 122 |
|
|
2020
Q1 | $205K | Hold |
15,690
| – | – | 0.06% | 115 |
|
|
2019
Q4 | $321K | Hold |
15,690
| – | – | 0.09% | 126 |
|
|
2019
Q3 | $276K | Sell |
15,690
-1,067
| -6% | -$19K | 0.08% | 131 |
|
|
2019
Q2 | $288K | Hold |
16,757
| – | – | 0.09% | 132 |
|
|
2019
Q1 | $282K | Hold |
16,757
| – | – | 0.09% | 131 |
|
|
2018
Q4 | $260K | Hold |
16,757
| – | – | 0.1% | 129 |
|
|
2018
Q3 | $329K | Hold |
16,757
| – | – | 0.1% | 133 |
|
|
2018
Q2 | $341K | Hold |
16,757
| – | – | 0.11% | 126 |
|
|
2018
Q1 | $341K | Hold |
16,757
| – | – | 0.11% | 120 |
|
|
2017
Q4 | $397K | Hold |
16,757
| – | – | 0.13% | 102 |
|
|
2017
Q3 | $379K | Hold |
16,757
| – | – | 0.14% | 98 |
|
|
2017
Q2 | $392K | Hold |
16,757
| – | – | 0.16% | 89 |
|
|
2017
Q1 | $390K | Hold |
16,757
| – | – | 0.17% | 82 |
|
|
2016
Q4 | $349K | Buy |
+16,757
| New | +$313K | 0.17% | 84 |
|
Other funds holding JEF
SMFG
MMLI
Harbor Advisors's JEF Position: Q2 2026 in Review
Harbor Advisors held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 15,000 shares worth $750K. The position accounts for 0.09% of the portfolio, ranked #101.
Harbor Advisors first reported a position in JEF in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.18M in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- Harbor Advisors held 15,000 shares of Jefferies Financial Group worth $750K as of Q2 2026.
- Harbor Advisors left its Jefferies Financial Group share count unchanged in Q2 2026.
- Jefferies Financial Group made up 0.09% of Harbor Advisors's portfolio in Q2 2026, its #101 holding.
- Harbor Advisors first reported a position in Jefferies Financial Group in Q4 2016 and has held it in 39 quarters since.
- Harbor Advisors's Jefferies Financial Group position peaked at $1.18M in Q4 2024.
- 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on Harbor Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.