KLP Kapitalforvaltning’s Jefferies Financial Group JEF Stock Holding History

KLP Kapitalforvaltning’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	$1.82M	Buy	36,400 +2,000	+6%	+$103K	0.01%	824
2026 Q1	$1.42M	Buy	34,400 +1,300	+4%	+$67.5K	0.01%	856
2025 Q4	$2.05M	Buy	33,100 +800	+2%	+$45.9K	0.01%	708
2025 Q3	$2.11M	Buy	32,300 +600	+2%	+$36.6K	0.01%	673
2025 Q2	$1.73M	Buy	31,700 +500	+2%	+$24.8K	0.01%	716
2025 Q1	$1.67M	Hold	31,200	–	–	0.01%	700
2024 Q4	$2.45M	Buy	+31,200	New	+$2.24M	0.01%	613

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

KLP Kapitalforvaltning's JEF Position: Q2 2026 in Review

KLP Kapitalforvaltning increased its Jefferies Financial Group (JEF) stake by 5.8% in Q2 2026, buying an estimated $103K and bringing the position to 36,400 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #824.

KLP Kapitalforvaltning first reported a position in JEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

KLP Kapitalforvaltning held 36,400 shares of Jefferies Financial Group worth $1.82M as of Q2 2026.
KLP Kapitalforvaltning bought 2,000 Jefferies Financial Group shares in Q2 2026, an estimated $103K.
Jefferies Financial Group made up 0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #824 holding.
KLP Kapitalforvaltning first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 7 quarters since.
KLP Kapitalforvaltning's Jefferies Financial Group position peaked at $2.45M in Q4 2024.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.