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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
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 $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LECAP Asset Management's JEF Position: Q1 2026 in Review

LECAP Asset Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 4,668 shares — an estimated $289K sold.

LECAP Asset Management first reported a position in JEF in Q1 2024 and held it in 4 quarters. The position peaked at $1.34M in Q2 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • LECAP Asset Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • LECAP Asset Management sold 4,668 Jefferies Financial Group shares in Q1 2026, an estimated $289K.
  • LECAP Asset Management first reported a position in Jefferies Financial Group in Q1 2024 and held it in 4 quarters.
  • LECAP Asset Management's Jefferies Financial Group position peaked at $1.34M in Q2 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.