Lido Advisors
JEF icon

Lido Advisors’s Jefferies Financial Group JEF Stock Holding History

Lido Advisors’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 		$759K Buy
15,185
+7,529
+98% +$388K ﹤0.01% 1245
2026
Q1 		$316K Buy
+7,656
New +$397K ﹤0.01% 1537
2023
Q3 		– Sell
-9,231
Closed -$306K – 1267
2023
Q2 		$306K Buy
+9,231
New +$288K ﹤0.01% 925
2023
Q1 		– Sell
-14,115
Closed -$463K – 1203
2022
Q4 		$463K Buy
+14,115
New +$469K 0.01% 617

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

Lido Advisors's JEF Position: Q2 2026 in Review

Lido Advisors increased its Jefferies Financial Group (JEF) stake by 98% in Q2 2026, buying an estimated $388K and bringing the position to 15,185 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Lido Advisors first reported a position in JEF in Q4 2022 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Lido Advisors held 15,185 shares of Jefferies Financial Group worth $759K as of Q2 2026.
  • Lido Advisors bought 7,529 Jefferies Financial Group shares in Q2 2026, an estimated $388K.
  • Jefferies Financial Group made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1245 holding.
  • Lido Advisors first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 4 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.