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LYNX CAPITAL GROUP LTD /ADV’s Jefferies Financial Group JEF Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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 		$500K Hold
10,000
– – 0.2% 72
2026
Q1 		$413K Hold
10,000
– – 0.19% 71
2025
Q4 		$620K Hold
10,000
– – 0.28% 59
2025
Q3 		$654K Hold
10,000
– – 0.3% 57
2025
Q2 		$547K Buy
+10,000
New +$495K 0.26% 65

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LYNX CAPITAL GROUP LTD /ADV's JEF Position: Q2 2026 in Review

LYNX CAPITAL GROUP LTD /ADV held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 10,000 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #72.

LYNX CAPITAL GROUP LTD /ADV first reported a position in JEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $654K in Q3 2025. 471 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • LYNX CAPITAL GROUP LTD /ADV held 10,000 shares of Jefferies Financial Group worth $500K as of Q2 2026.
  • LYNX CAPITAL GROUP LTD /ADV left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up 0.2% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q2 2026, its #72 holding.
  • LYNX CAPITAL GROUP LTD /ADV first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 5 quarters since.
  • LYNX CAPITAL GROUP LTD /ADV's Jefferies Financial Group position peaked at $654K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q2 2026, filed 12 Aug 2026.