Joel Isaacson & Co’s Jefferies Financial Group JEF Stock Holding History

Joel Isaacson & Co’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	$995K	Buy	19,915 +37	+0.2%	+$1.91K	0.03%	202
2026 Q1	$820K	Buy	19,878 +42	+0.2%	+$2.18K	0.03%	220
2025 Q4	$1.23M	Buy	19,836 +1	+0%	+$57	0.04%	173
2025 Q3	$1.3M	Buy	19,835 +4,810	+32%	+$293K	0.05%	155
2025 Q2	$822K	Hold	15,025	–	–	0.03%	186
2025 Q1	$805K	Hold	15,025	–	–	0.04%	179
2024 Q4	$1.18M	Hold	15,025	–	–	0.05%	133
2024 Q3	$925K	Hold	15,025	–	–	0.04%	153
2024 Q2	$748K	Sell	15,025 -475	-3%	-$21.3K	0.04%	161
2024 Q1	$684K	Hold	15,500	–	–	0.04%	170
2023 Q4	$626K	Hold	15,500	–	–	0.04%	165
2023 Q3	$568K	Hold	15,500	–	–	0.04%	171
2023 Q2	$514K	Hold	15,500	–	–	0.03%	188
2023 Q1	$492K	Sell	15,500 -713	-4%	-$25.8K	0.04%	191
2022 Q4	$531K	Buy	16,213 +523	+3%	+$17.4K	0.04%	171
2022 Q3	$443K	Hold	15,690	–	–	0.04%	176
2022 Q2	$414K	Hold	15,690	–	–	0.03%	182
2022 Q1	$489K	Hold	15,690	–	–	0.04%	176
2021 Q4	$582K	Hold	15,690	–	–	0.04%	168
2021 Q3	$557K	Hold	15,690	–	–	0.04%	170
2021 Q2	$513K	Hold	15,690	–	–	0.04%	175
2021 Q1	$452K	Buy	15,690 +418	+3%	+$11.4K	0.04%	164
2020 Q4	$359K	Hold	15,272	–	–	0.04%	182
2020 Q3	$263K	Hold	15,272	–	–	0.03%	188
2020 Q2	$227K	Hold	15,272	–	–	0.03%	193
2020 Q1	$200K	Hold	15,272	–	–	0.03%	181
2019 Q4	$312K	Hold	15,272	–	–	0.04%	166
2019 Q3	$269K	Buy	+15,272	New	+$272K	0.04%	173
2016 Q2	–	Sell	-335	Closed	-$5K	–	744
2016 Q1	$5K	Buy	+335	New	+$4.71K	﹤0.01%	652
2013 Q4	–	Sell	-1,676	Closed	-$41K	–	512
2013 Q3	$41K	Hold	1,676	–	–	0.02%	287
2013 Q2	$39K	Buy	+1,676	New	+$44K	0.02%	257

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 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

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Joel Isaacson & Co's JEF Position: Q2 2026 in Review

Joel Isaacson & Co increased its Jefferies Financial Group (JEF) stake by 0.19% in Q2 2026, buying an estimated $1.91K and bringing the position to 19,915 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #202.

Joel Isaacson & Co first reported a position in JEF in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.3M in Q3 2025. 282 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Joel Isaacson & Co held 19,915 shares of Jefferies Financial Group worth $995K as of Q2 2026.
Joel Isaacson & Co bought 37 Jefferies Financial Group shares in Q2 2026, an estimated $1.91K.
Jefferies Financial Group made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #202 holding.
Joel Isaacson & Co first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 31 quarters since.
Joel Isaacson & Co's Jefferies Financial Group position peaked at $1.3M in Q3 2025.
282 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.