JT
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Jupiter Topco’s Jefferies Financial Group JEF Stock Holding History

Jupiter Topco’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 		$3.35M Buy
+67,014
New +$3.45M ﹤0.01% 1229

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Jupiter Topco's JEF Position: Q2 2026 in Review

Jupiter Topco opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 67,014 shares worth $3.35M. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings.

554 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Jupiter Topco held 67,014 shares of Jefferies Financial Group worth $3.35M as of Q2 2026.
  • Jefferies Financial Group was a new Jupiter Topco position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Jupiter Topco's portfolio in Q2 2026, its #1229 holding.
  • 554 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.