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LECAP Asset Management’s Jefferies Financial Group JEF Stock Holding History

LECAP Asset Management’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 		$851K Buy
+17,025
New +$878K 0.36% 119
2026
Q1 		– Sell
-4,668
Closed -$289K – 332
2025
Q4 		$289K Sell
4,668
-7,901
-63% -$453K 0.12% 246
2025
Q3 		$822K Sell
12,569
-12,015
-49% -$733K 0.29% 142
2025
Q2 		$1.34M Buy
+24,584
New +$1.22M 0.48% 71
2024
Q2 		– Sell
-16,031
Closed -$707K – 364
2024
Q1 		$707K Buy
+16,031
New +$668K 0.15% 229

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

LECAP Asset Management's JEF Position: Q2 2026 in Review

LECAP Asset Management opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 17,025 shares worth $851K. The stake represents 0.36% of the portfolio and ranks #119 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in JEF as recently as Q4 2025.

LECAP Asset Management first reported a position in JEF in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.34M in Q2 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • LECAP Asset Management held 17,025 shares of Jefferies Financial Group worth $851K as of Q2 2026.
  • Jefferies Financial Group was a new LECAP Asset Management position in Q2 2026.
  • Jefferies Financial Group made up 0.36% of LECAP Asset Management's portfolio in Q2 2026, its #119 holding.
  • LECAP Asset Management first reported a position in Jefferies Financial Group in Q1 2024 and has held it in 5 quarters since.
  • LECAP Asset Management's Jefferies Financial Group position peaked at $1.34M in Q2 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.