LECAP Asset Management
JEF icon

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
Q3 		$1.21M Buy
26,388
+9,363
+55% +$495K 0.58% 53
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

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

LECAP Asset Management's JEF Position: Q3 2026 in Review

LECAP Asset Management increased its Jefferies Financial Group (JEF) stake by 55% in Q3 2026, buying an estimated $495K and bringing the position to 26,388 shares worth $1.21M. The position accounts for 0.58% of the portfolio, ranked #53.

LECAP Asset Management first reported a position in JEF in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q2 2025. 322 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • LECAP Asset Management held 26,388 shares of Jefferies Financial Group worth $1.21M as of Q3 2026.
  • LECAP Asset Management bought 9,363 Jefferies Financial Group shares in Q3 2026, an estimated $495K.
  • Jefferies Financial Group made up 0.58% of LECAP Asset Management's portfolio in Q3 2026, its #53 holding.
  • LECAP Asset Management first reported a position in Jefferies Financial Group in Q1 2024 and has held it in 6 quarters since.
  • LECAP Asset Management's Jefferies Financial Group position peaked at $1.34M in Q2 2025.
  • 322 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on LECAP Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.