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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Krilogy Financial's JEF Position: Q2 2026 in Review

Krilogy Financial opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 16,016 shares worth $800K. The stake represents 0.02% of the portfolio and ranks #467 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in JEF as recently as Q4 2025.

Krilogy Financial first reported a position in JEF in Q3 2025 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Krilogy Financial held 16,016 shares of Jefferies Financial Group worth $800K as of Q2 2026.
  • Jefferies Financial Group was a new Krilogy Financial position in Q2 2026.
  • Jefferies Financial Group made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #467 holding.
  • Krilogy Financial first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.