Jacobs Levy Equity Management’s Jefferies Financial Group JEF Stock Holding History

Jacobs Levy Equity 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	$9.49M	Sell	189,944 -834,751	-81%	-$43M	0.03%	324
2026 Q1	$42.3M	Buy	1,024,695 +7,841	+0.8%	+$407K	0.18%	136
2025 Q4	$63M	Buy	1,016,854 +868,011	+583%	+$49.8M	0.24%	100
2025 Q3	$9.74M	Buy	+148,843	New	+$9.08M	0.04%	305
2022 Q2	–	Sell	-16,174	Closed	-$508K	–	1045
2022 Q1	$508K	Buy	+16,174	New	+$549K	﹤0.01%	861
2021 Q3	–	Sell	-107,566	Closed	-$3.52M	–	1084
2021 Q2	$3.52M	Buy	+107,566	New	+$3.28M	0.02%	500
2018 Q2	–	Sell	-116,973	Closed	-$2.38M	–	1057
2018 Q1	$2.38M	Buy	116,973 +101,892	+676%	+$2.31M	0.04%	435
2017 Q4	$358K	Sell	15,081 -24,465	-62%	-$564K	0.01%	815
2017 Q3	$894K	Buy	+39,546	New	+$886K	0.02%	602
2016 Q3	–	Sell	-143,730	Closed	-$2.23M	–	1074
2016 Q2	$2.23M	Sell	143,730 -1,219,843	-89%	-$18.6M	0.05%	406
2016 Q1	$19.7M	Buy	+1,363,573	New	+$19.2M	0.42%	57

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

Jacobs Levy Equity Management's JEF Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Jefferies Financial Group (JEF) stake by 81% in Q2 2026, selling an estimated $43M and leaving 189,944 shares worth $9.49M. The position accounts for 0.03% of the portfolio, ranked #324.

Jacobs Levy Equity Management first reported a position in JEF in Q1 2016 and has held it in 11 quarters since. The position peaked at $63M in Q4 2025. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Jacobs Levy Equity Management held 189,944 shares of Jefferies Financial Group worth $9.49M as of Q2 2026.
Jacobs Levy Equity Management sold 834,751 Jefferies Financial Group shares in Q2 2026, an estimated $43M.
Jefferies Financial Group made up 0.03% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #324 holding.
Jacobs Levy Equity Management first reported a position in Jefferies Financial Group in Q1 2016 and has held it in 11 quarters since.
Jacobs Levy Equity Management's Jefferies Financial Group position peaked at $63M in Q4 2025.
589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.