HI
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Harbour Investments’s Jefferies Financial Group JEF Stock Holding History

Harbour Investments’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 		$103K Buy
2,051
+17
+0.8% +$876 ﹤0.01% 1992
2026
Q1 		$83.9K Buy
2,034
+250
+14% +$13K ﹤0.01% 2061
2025
Q4 		$111K Sell
1,784
-2,767
-61% -$159K ﹤0.01% 1589
2025
Q3 		$298K Buy
4,551
+125
+3% +$7.62K 0.01% 1061
2025
Q2 		$242K Buy
4,426
+2,144
+94% +$106K 0.01% 1088
2025
Q1 		$122K Buy
2,282
+436
+24% +$29.6K ﹤0.01% 1330
2024
Q4 		$145K Buy
1,846
+120
+7% +$8.63K ﹤0.01% 1184
2024
Q3 		$106K Buy
1,726
+44
+3% +$2.5K ﹤0.01% 1289
2024
Q2 		$83.7K Hold
1,682
– – ﹤0.01% 1313
2024
Q1 		$74.2K Sell
1,682
-72
-4% -$3K ﹤0.01% 1342
2023
Q4 		$70.9K Buy
1,754
+25
+1% +$884 ﹤0.01% 1288
2023
Q3 		$63.3K Hold
1,729
– – ﹤0.01% 1242
2023
Q2 		$57.3K Hold
1,729
– – ﹤0.01% 1301
2023
Q1 		$54.9K Sell
1,729
-80
-4% -$2.89K ﹤0.01% 1315
2022
Q4 		$59.3K Sell
1,809
-193
-10% -$6.41K ﹤0.01% 1231
2022
Q3 		$53K Hold
2,002
– – ﹤0.01% 1238
2022
Q2 		$53K Buy
+2,002
New +$59.2K ﹤0.01% 1238
2021
Q4 		$53K Sell
1,422
-748
-34% -$28.8K ﹤0.01% 1239
2021
Q3 		$77K Buy
2,170
+391
+22% +$13.1K ﹤0.01% 1521
2021
Q2 		$58K Buy
1,779
+8
+0.5% +$244 ﹤0.01% 1721
2021
Q1 		$51K Buy
+1,771
New +$48.3K ﹤0.01% 1697

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 $3.38T AUM 44.17% 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

Harbour Investments's JEF Position: Q2 2026 in Review

Harbour Investments increased its Jefferies Financial Group (JEF) stake by 0.84% in Q2 2026, buying an estimated $876 and bringing the position to 2,051 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Harbour Investments first reported a position in JEF in Q1 2021 and has held it in 21 quarters since. The position peaked at $298K in Q3 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Harbour Investments held 2,051 shares of Jefferies Financial Group worth $103K as of Q2 2026.
  • Harbour Investments bought 17 Jefferies Financial Group shares in Q2 2026, an estimated $876.
  • Jefferies Financial Group made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1992 holding.
  • Harbour Investments first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Jefferies Financial Group position peaked at $298K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.