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John Overdeck’s Jefferies Financial Group JEF Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-12,552
Closed -$466K – 3482
2021
Q4 		$466K Sell
12,552
-30,020
-71% -$1.16M ﹤0.01% 3320
2021
Q3 		$1.51M Buy
42,572
+27,928
+191% +$935K ﹤0.01% 2233
2021
Q2 		$479K Buy
+14,644
New +$447K ﹤0.01% 3145
2016
Q4 		– Sell
-14,634
Closed -$249K – 3314
2016
Q3 		$249K Buy
+14,634
New +$242K ﹤0.01% 2858

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's JEF Position: Q2 2026 in Review

John Overdeck increased its Jefferies Financial Group (JEF) stake by 13% in Q2 2026, buying an estimated $19.6M and bringing the position to 3,205,077 shares worth $160M. The position accounts for 0.12% of the portfolio, ranked #193.

John Overdeck first reported a position in JEF in Q2 2013 and has held it in 33 quarters since. 585 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • John Overdeck held 3,205,077 shares of Jefferies Financial Group worth $160M as of Q2 2026.
  • John Overdeck bought 380,024 Jefferies Financial Group shares in Q2 2026, an estimated $19.6M.
  • Jefferies Financial Group made up 0.12% of John Overdeck's portfolio in Q2 2026, its #193 holding.
  • John Overdeck first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 33 quarters since.
  • 585 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.