INTECH Investment Management’s Jefferies Financial Group JEF Stock Holding History

INTECH Investment Management’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	$2.71M	Sell	54,223 -78,720	-59%	-$4.06M	0.02%	592
2026 Q1	$5.49M	Buy	132,943 +680	+0.5%	+$35.3K	0.05%	317
2025 Q4	$8.2M	Buy	132,263 +64,682	+96%	+$3.71M	0.07%	223
2025 Q3	$4.42M	Sell	67,581 -226,854	-77%	-$13.8M	0.04%	419
2025 Q2	$16.1M	Sell	294,435 -26,088	-8%	-$1.29M	0.15%	99
2025 Q1	$17.2M	Buy	320,523 +124,853	+64%	+$8.47M	0.18%	81
2024 Q4	$15.3M	Buy	195,670 +168,203	+612%	+$12.1M	0.15%	105
2024 Q3	$1.69M	Sell	27,467 -32,840	-54%	-$1.86M	0.02%	550
2024 Q2	$3M	Buy	+60,307	New	+$2.71M	0.04%	357
2024 Q1	–	Sell	-15,320	Closed	-$619K	–	707
2023 Q4	$619K	Sell	15,320 -15,939	-51%	-$564K	0.01%	507
2023 Q3	$1.15M	Buy	31,259 +23,488	+302%	+$842K	0.02%	418
2023 Q2	$258K	Buy	+7,771	New	+$243K	﹤0.01%	673

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 $3.37T 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 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

INTECH Investment Management's JEF Position: Q2 2026 in Review

INTECH Investment Management reduced its Jefferies Financial Group (JEF) stake by 59% in Q2 2026, selling an estimated $4.06M and leaving 54,223 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #592.

INTECH Investment Management first reported a position in JEF in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.2M in Q1 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

INTECH Investment Management held 54,223 shares of Jefferies Financial Group worth $2.71M as of Q2 2026.
INTECH Investment Management sold 78,720 Jefferies Financial Group shares in Q2 2026, an estimated $4.06M.
Jefferies Financial Group made up 0.02% of INTECH Investment Management's portfolio in Q2 2026, its #592 holding.
INTECH Investment Management first reported a position in Jefferies Financial Group in Q2 2023 and has held it in 12 quarters since.
INTECH Investment Management's Jefferies Financial Group position peaked at $17.2M in Q1 2025.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.