LBP AM
JEF icon

LBP AM’s Jefferies Financial Group JEF Stock Holding History

LBP AM’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 		$4.41M Buy
+96,439
New +$5.1M 0.04% 260

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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LBP AM's JEF Position: Q3 2026 in Review

LBP AM opened a new position in Jefferies Financial Group (JEF) in Q3 2026: 96,439 shares worth $4.41M. The stake represents 0.04% of the portfolio and ranks #260 among its holdings.

288 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • LBP AM held 96,439 shares of Jefferies Financial Group worth $4.41M as of Q3 2026.
  • Jefferies Financial Group was a new LBP AM position in Q3 2026.
  • Jefferies Financial Group made up 0.04% of LBP AM's portfolio in Q3 2026, its #260 holding.
  • 288 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on LBP AM's 13F filing for Q3 2026, filed 6 Nov 2026.