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 Q2	$325K	Buy	+6,500	New	+$335K	0.02%	206
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 $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Levin Capital Strategies's JEF Position: Q2 2026 in Review

Levin Capital Strategies opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 6,500 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #206 among its holdings. This is a return to the name: Levin Capital Strategies previously reported a position in JEF as recently as Q4 2025.

Levin Capital Strategies first reported a position in JEF in Q3 2017 and has held it in 8 quarters since. The position peaked at $557K in Q1 2018. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Levin Capital Strategies held 6,500 shares of Jefferies Financial Group worth $325K as of Q2 2026.
Jefferies Financial Group was a new Levin Capital Strategies position in Q2 2026.
Jefferies Financial Group made up 0.02% of Levin Capital Strategies's portfolio in Q2 2026, its #206 holding.
Levin Capital Strategies first reported a position in Jefferies Financial Group in Q3 2017 and has held it in 8 quarters since.
Levin Capital Strategies's Jefferies Financial Group position peaked at $557K in Q1 2018.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.