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IEQ Capital’s Jefferies Financial Group JEF Stock Holding History

IEQ Capital’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 		$15.3M Buy
305,363
+94,944
+45% +$4.89M 0.07% 257
2026
Q1 		$8.68M Sell
210,419
-5,343
-2% -$277K 0.04% 383
2025
Q4 		$13.4M Buy
215,762
+203,305
+1,632% +$11.7M 0.04% 280
2025
Q3 		$815K Sell
12,457
-5,108
-29% -$312K ﹤0.01% 1086
2025
Q2 		$961K Buy
17,565
+3,865
+28% +$191K 0.01% 870
2025
Q1 		$734K Buy
13,700
+10,084
+279% +$684K 0.01% 842
2024
Q4 		$283K Buy
+3,616
New +$260K ﹤0.01% 1047

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 $3.37T AUM 44.26% 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

IEQ Capital's JEF Position: Q2 2026 in Review

IEQ Capital increased its Jefferies Financial Group (JEF) stake by 45% in Q2 2026, buying an estimated $4.89M and bringing the position to 305,363 shares worth $15.3M. The position accounts for 0.07% of the portfolio, ranked #257.

IEQ Capital first reported a position in JEF in Q4 2024 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • IEQ Capital held 305,363 shares of Jefferies Financial Group worth $15.3M as of Q2 2026.
  • IEQ Capital bought 94,944 Jefferies Financial Group shares in Q2 2026, an estimated $4.89M.
  • Jefferies Financial Group made up 0.07% of IEQ Capital's portfolio in Q2 2026, its #257 holding.
  • IEQ Capital first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.