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
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 $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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company's JEF Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its Jefferies Financial Group (JEF) stake by 2.5% in Q1 2026, selling an estimated $457K and leaving 340,985 shares worth $14.1M. The position accounts for 0.02% of the portfolio, ranked #292.

Loomis, Sayles & Company first reported a position in JEF in Q1 2021 and has held it in 17 quarters since. The position peaked at $35M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Loomis, Sayles & Company held 340,985 shares of Jefferies Financial Group worth $14.1M as of Q1 2026.
  • Loomis, Sayles & Company sold 8,798 Jefferies Financial Group shares in Q1 2026, an estimated $457K.
  • Jefferies Financial Group made up 0.02% of Loomis, Sayles & Company's portfolio in Q1 2026, its #292 holding.
  • Loomis, Sayles & Company first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 17 quarters since.
  • Loomis, Sayles & Company's Jefferies Financial Group position peaked at $35M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.