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Leonteq Securities AG’s Jefferies Financial Group JEF Stock Holding History

Leonteq Securities AG’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 		$135K Sell
2,699
-5,442
-67% -$281K ﹤0.01% 642
2026
Q1 		$336K Buy
8,141
+5,710
+235% +$296K 0.01% 496
2025
Q4 		$151K Buy
+2,431
New +$139K ﹤0.01% 725
2025
Q3 		– Sell
-1,899
Closed -$104K – 1347
2025
Q2 		$104K Buy
+1,899
New +$94K ﹤0.01% 712
2024
Q1 		– Sell
-24
Closed -$970 – 1239
2023
Q4 		$970 Buy
+24
New +$849 ﹤0.01% 1145

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

Leonteq Securities AG's JEF Position: Q2 2026 in Review

Leonteq Securities AG reduced its Jefferies Financial Group (JEF) stake by 67% in Q2 2026, selling an estimated $281K and leaving 2,699 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Leonteq Securities AG first reported a position in JEF in Q4 2023 and has held it in 5 quarters since. The position peaked at $336K in Q1 2026. 585 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Leonteq Securities AG held 2,699 shares of Jefferies Financial Group worth $135K as of Q2 2026.
  • Leonteq Securities AG sold 5,442 Jefferies Financial Group shares in Q2 2026, an estimated $281K.
  • Jefferies Financial Group made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #642 holding.
  • Leonteq Securities AG first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 5 quarters since.
  • Leonteq Securities AG's Jefferies Financial Group position peaked at $336K in Q1 2026.
  • 585 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.