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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
2021
Q4 		– Sell
-40,480
Closed -$1.44M – 4570
2021
Q3 		$1.44M Buy
40,480
+15,376
+61% +$515K ﹤0.01% 2284
2021
Q2 		$821K Buy
+25,104
New +$766K ﹤0.01% 2651
2020
Q4 		– Sell
-16,736
Closed -$288K – 3547
2020
Q3 		$288K Buy
+16,736
New +$274K ﹤0.01% 2605
2017
Q3 		– Sell
-17,986
Closed -$421K – 2979
2017
Q2 		$421K Buy
+17,986
New +$410K ﹤0.01% 2446
2016
Q4 		– Sell
-12,288
Closed -$209K – 3315
2016
Q3 		$209K Buy
+12,288
New +$204K ﹤0.01% 2927

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.