Jacobs Levy Equity Management
JEF icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return