Jefferies Financial Group’s Jefferies Financial Group JEF Stock Holding History

Jefferies Financial Group’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 Q3	–	Sell	-15,333	Closed	-$766K	–	1570
2026 Q2	$766K	Hold	15,333	–	–	0.01%	1089
2026 Q1	$633K	Hold	15,333	–	–	﹤0.01%	1106
2025 Q4	$950K	Buy	15,333 +858	+6%	+$49.2K	﹤0.01%	1110
2025 Q3	$947K	Hold	14,475	–	–	﹤0.01%	889
2025 Q2	$792K	Buy	14,475 +342	+2%	+$16.9K	0.01%	793
2025 Q1	$757K	Hold	14,133	–	–	0.01%	913
2024 Q4	$1.11M	Buy	14,133 +1,090	+8%	+$78.4K	0.01%	851
2024 Q3	$803K	Hold	13,043	–	–	0.01%	840
2024 Q2	$649K	Hold	13,043	–	–	0.01%	882
2024 Q1	$575K	Hold	13,043	–	–	0.01%	1019
2023 Q4	$527K	Hold	13,043	–	–	﹤0.01%	1195
2023 Q3	$478K	Hold	13,043	–	–	﹤0.01%	1082
2023 Q2	$433K	Sell	13,043 -25,840	-66%	-$806K	﹤0.01%	1227
2023 Q1	$1.23M	Buy	38,883 +26,150	+205%	+$945K	0.01%	819
2022 Q4	$417K	Buy	+12,733	New	+$423K	﹤0.01%	1120

Other funds holding JEF

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jefferies Financial Group's JEF Position: Q3 2026 in Review

Jefferies Financial Group sold out of Jefferies Financial Group (JEF) in Q3 2026, closing a stake of 15,333 shares — an estimated $766K sold.

Jefferies Financial Group first reported a position in JEF in Q4 2022 and held it in 15 quarters. The position peaked at $1.23M in Q1 2023. 395 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Jefferies Financial Group reported no remaining Jefferies Financial Group position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 15,333 Jefferies Financial Group shares in Q3 2026, an estimated $766K.
Jefferies Financial Group first reported a position in Jefferies Financial Group in Q4 2022 and held it in 15 quarters.
Jefferies Financial Group's Jefferies Financial Group position peaked at $1.23M in Q1 2023.
395 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.