Krilogy Financial
JEF icon

Krilogy Financial’s Jefferies Financial Group JEF Stock Holding History

Krilogy Financial’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
Q3 		$604K Sell
13,430
-2,586
-16% -$137K 0.02% 604
2026
Q2 		$800K Buy
+16,016
New +$826K 0.02% 467
2026
Q1 		– Sell
-10,464
Closed -$659K – 1019
2025
Q4 		$659K Buy
10,464
+5,331
+104% +$306K 0.02% 464
2025
Q3 		$277K Buy
+5,133
New +$313K 0.01% 717

Other funds holding JEF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Krilogy Financial's JEF Position: Q3 2026 in Review

Krilogy Financial reduced its Jefferies Financial Group (JEF) stake by 16% in Q3 2026, selling an estimated $137K and leaving 13,430 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #604.

Krilogy Financial first reported a position in JEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $800K in Q2 2026. 322 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Krilogy Financial held 13,430 shares of Jefferies Financial Group worth $604K as of Q3 2026.
  • Krilogy Financial sold 2,586 Jefferies Financial Group shares in Q3 2026, an estimated $137K.
  • Jefferies Financial Group made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #604 holding.
  • Krilogy Financial first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Jefferies Financial Group position peaked at $800K in Q2 2026.
  • 322 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.