Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Jefferies Financial Group JEF Stock Holding History

Luther King Capital Management (LKCM)’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
-14,365
Closed -$890K – 619
2025
Q4 		$890K Sell
14,365
-306
-2% -$17.5K ﹤0.01% 425
2025
Q3 		$960K Hold
14,671
– – ﹤0.01% 421
2025
Q2 		$802K Sell
14,671
-245
-2% -$12.1K ﹤0.01% 433
2025
Q1 		$799K Sell
14,916
-110
-0.7% -$7.47K ﹤0.01% 428
2024
Q4 		$1.18M Sell
15,026
-388
-3% -$27.9K 0.01% 384
2024
Q3 		$949K Hold
15,414
– – ﹤0.01% 410
2024
Q2 		$767K Sell
15,414
-120
-0.8% -$5.39K ﹤0.01% 430
2024
Q1 		$685K Buy
15,534
+296
+2% +$12.3K ﹤0.01% 441
2023
Q4 		$616K Sell
15,238
-423
-3% -$15K ﹤0.01% 439
2023
Q3 		$574K Buy
15,661
+498
+3% +$17.8K ﹤0.01% 447
2023
Q2 		$503K Buy
15,163
+305
+2% +$9.52K ﹤0.01% 481
2023
Q1 		$472K Sell
14,858
-683
-4% -$24.7K ﹤0.01% 465
2022
Q4 		$509K Sell
15,541
-53
-0.3% -$1.76K ﹤0.01% 450
2022
Q3 		$440K Sell
15,594
-507
-3% -$15.3K ﹤0.01% 460
2022
Q2 		$425K Buy
16,101
+1,235
+8% +$36.5K ﹤0.01% 497
2022
Q1 		$467K Sell
14,866
-2,644
-15% -$89.8K ﹤0.01% 492
2021
Q4 		$650K Buy
17,510
+1,593
+10% +$61.3K ﹤0.01% 464
2021
Q3 		$565K Hold
15,917
– – ﹤0.01% 467
2021
Q2 		$520K Hold
15,917
– – ﹤0.01% 495
2021
Q1 		$458K Sell
15,917
-4,144
-21% -$113K ﹤0.01% 470
2020
Q4 		$472K Buy
+20,061
New +$421K ﹤0.01% 451

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM)'s JEF Position: Q1 2026 in Review

Luther King Capital Management (LKCM) sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 14,365 shares — an estimated $890K sold.

Luther King Capital Management (LKCM) first reported a position in JEF in Q4 2020 and held it in 21 quarters. The position peaked at $1.18M in Q4 2024. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Luther King Capital Management (LKCM) reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 14,365 Jefferies Financial Group shares in Q1 2026, an estimated $890K.
  • Luther King Capital Management (LKCM) first reported a position in Jefferies Financial Group in Q4 2020 and held it in 21 quarters.
  • Luther King Capital Management (LKCM)'s Jefferies Financial Group position peaked at $1.18M in Q4 2024.
  • 560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.