Loomis, Sayles & Company
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Loomis, Sayles & Company’s Jefferies Financial Group JEF Stock Holding History

Loomis, Sayles & Company’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 		$11.9M Sell
238,730
-102,255
-30% -$5.27M 0.02% 357
2026
Q1 		$14.1M Sell
340,985
-8,798
-3% -$457K 0.02% 292
2025
Q4 		$21.7M Sell
349,783
-51,913
-13% -$2.98M 0.03% 225
2025
Q3 		$26.3M Buy
401,696
+85,159
+27% +$5.19M 0.03% 196
2025
Q2 		$17.3M Sell
316,537
-119,913
-27% -$5.94M 0.02% 264
2025
Q1 		$23.4M Sell
436,450
-9,997
-2% -$679K 0.03% 217
2024
Q4 		$35M Sell
446,447
-56,605
-11% -$4.07M 0.04% 164
2024
Q3 		$31M Sell
503,052
-91,205
-15% -$5.17M 0.04% 191
2024
Q2 		$29.6M Sell
594,257
-71,693
-11% -$3.22M 0.04% 190
2024
Q1 		$29.4M Buy
665,950
+249,505
+60% +$10.4M 0.04% 205
2023
Q4 		$16.8M Buy
+416,445
New +$14.7M 0.03% 275
2022
Q4 		– Sell
-101
Closed -$3K – 922
2022
Q3 		$3K Sell
101
-80
-44% -$2.42K ﹤0.01% 724
2022
Q2 		$5K Hold
181
– – ﹤0.01% 724
2022
Q1 		$6K Sell
181
-4,652
-96% -$158K ﹤0.01% 772
2021
Q4 		$179K Buy
4,833
+4,494
+1,326% +$173K ﹤0.01% 562
2021
Q3 		$12K Sell
339
-4,132
-92% -$138K ﹤0.01% 771
2021
Q2 		$146K Hold
4,471
– – ﹤0.01% 536
2021
Q1 		$129K Buy
+4,471
New +$122K ﹤0.01% 541

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

Loomis, Sayles & Company's JEF Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its Jefferies Financial Group (JEF) stake by 30% in Q2 2026, selling an estimated $5.27M and leaving 238,730 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #357.

Loomis, Sayles & Company first reported a position in JEF in Q1 2021 and has held it in 18 quarters since. The position peaked at $35M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Loomis, Sayles & Company held 238,730 shares of Jefferies Financial Group worth $11.9M as of Q2 2026.
  • Loomis, Sayles & Company sold 102,255 Jefferies Financial Group shares in Q2 2026, an estimated $5.27M.
  • Jefferies Financial Group made up 0.02% of Loomis, Sayles & Company's portfolio in Q2 2026, its #357 holding.
  • Loomis, Sayles & Company first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 18 quarters since.
  • Loomis, Sayles & Company's Jefferies Financial Group position peaked at $35M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.