Levin Capital Strategies’s Jefferies Financial Group JEF Stock Holding History

Levin Capital Strategies’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	-4,000	Closed	-$248K	–	244
2025 Q4	$248K	Buy	+4,000	New	+$229K	0.02%	172
2020 Q3	–	Sell	-13,075	Closed	-$194K	–	279
2020 Q2	$194K	Buy	+13,075	New	+$175K	0.03%	164
2019 Q4	–	Sell	-15,167	Closed	-$267K	–	221
2019 Q3	$267K	Buy	+15,167	New	+$270K	0.03%	151
2019 Q2	–	Sell	-22,343	Closed	-$376K	–	216
2019 Q1	$376K	Buy	+22,343	New	+$394K	0.04%	127
2018 Q2	–	Sell	-27,370	Closed	-$557K	–	318
2018 Q1	$557K	Buy	27,370 +16,199	+145%	+$367K	0.01%	186
2017 Q4	$265K	Sell	11,171 -3,352	-23%	-$77.3K	﹤0.01%	249
2017 Q3	$328K	Buy	+14,523	New	+$325K	0.01%	250

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Levin Capital Strategies's JEF Position: Q1 2026 in Review

Levin Capital Strategies sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 4,000 shares — an estimated $248K sold.

Levin Capital Strategies first reported a position in JEF in Q3 2017 and held it in 7 quarters. The position peaked at $557K in Q1 2018. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Levin Capital Strategies reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Levin Capital Strategies sold 4,000 Jefferies Financial Group shares in Q1 2026, an estimated $248K.
Levin Capital Strategies first reported a position in Jefferies Financial Group in Q3 2017 and held it in 7 quarters.
Levin Capital Strategies's Jefferies Financial Group position peaked at $557K in Q1 2018.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Levin Capital Strategies's 13F filing for Q1 2026, filed 13 May 2026.