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Kilter Group’s Jefferies Financial Group JEF Stock Holding History

Kilter Group’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
Q1 		$413 Hold
10
– – ﹤0.01% 1388
2025
Q4 		$620 Hold
10
– – ﹤0.01% 1161
2025
Q3 		$655 Hold
10
– – ﹤0.01% 995
2025
Q2 		$547 Buy
+10
New +$495 ﹤0.01% 959

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kilter Group's JEF Position: Q1 2026 in Review

Kilter Group held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 10 shares worth $413. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Kilter Group first reported a position in JEF in Q2 2025 and has held it in 4 quarters since. The position peaked at $655 in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Kilter Group held 10 shares of Jefferies Financial Group worth $413 as of Q1 2026.
  • Kilter Group left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #1388 holding.
  • Kilter Group first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 4 quarters since.
  • Kilter Group's Jefferies Financial Group position peaked at $655 in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.