Kera Capital Partners’s Jefferies Financial Group JEF Stock Holding History

Kera Capital Partners’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	$231K	Sell	4,616 -1,460	-24%	-$75.3K	0.02%	570
2026 Q1	$251K	Buy	+6,076	New	+$315K	0.03%	480
2025 Q4	–	Sell	-104,675	Closed	-$6.85M	–	569
2025 Q3	$6.85M	Buy	104,675 +10,249	+11%	+$625K	1.03%	25
2025 Q2	$5.16M	Buy	94,426 +12,115	+15%	+$600K	1.02%	29
2025 Q1	$4.41M	Buy	82,311 +43,269	+111%	+$2.94M	1.31%	28
2024 Q4	$3.06M	Buy	+39,042	New	+$2.81M	0.88%	34

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kera Capital Partners's JEF Position: Q2 2026 in Review

Kera Capital Partners reduced its Jefferies Financial Group (JEF) stake by 24% in Q2 2026, selling an estimated $75.3K and leaving 4,616 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #570.

Kera Capital Partners first reported a position in JEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.85M in Q3 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Kera Capital Partners held 4,616 shares of Jefferies Financial Group worth $231K as of Q2 2026.
Kera Capital Partners sold 1,460 Jefferies Financial Group shares in Q2 2026, an estimated $75.3K.
Jefferies Financial Group made up 0.02% of Kera Capital Partners's portfolio in Q2 2026, its #570 holding.
Kera Capital Partners first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 6 quarters since.
Kera Capital Partners's Jefferies Financial Group position peaked at $6.85M in Q3 2025.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.