Horizon Investments’s Jefferies Financial Group JEF Stock Holding History

Horizon 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	$450	Sell	9 -9	-50%	-$464	﹤0.01%	1350
2026 Q1	$743	Buy	+18	New	+$934	﹤0.01%	1335
2020 Q1	–	Sell	-13,681	Closed	-$279K	–	400
2019 Q4	$279K	Hold	13,681	–	–	0.01%	427
2019 Q3	$241K	Sell	13,681 -17,859	-57%	-$318K	0.01%	321
2019 Q2	$543K	Buy	31,540 +12,795	+68%	+$220K	0.02%	239
2019 Q1	$315K	Buy	18,745 +7,488	+67%	+$132K	0.01%	249
2018 Q4	$175K	Buy	+11,257	New	+$206K	0.01%	199

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Investments's JEF Position: Q2 2026 in Review

Horizon Investments reduced its Jefferies Financial Group (JEF) stake by 50% in Q2 2026, selling an estimated $464 and leaving 9 shares worth $450. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Horizon Investments first reported a position in JEF in Q4 2018 and has held it in 7 quarters since. The position peaked at $543K in Q2 2019. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Horizon Investments held 9 shares of Jefferies Financial Group worth $450 as of Q2 2026.
Horizon Investments sold 9 Jefferies Financial Group shares in Q2 2026, an estimated $464.
Jefferies Financial Group made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1350 holding.
Horizon Investments first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 7 quarters since.
Horizon Investments's Jefferies Financial Group position peaked at $543K in Q2 2019.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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