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Lynx Capital Group’s Jefferies Financial Group JEF Stock Holding History

Lynx Capital Group’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 		$500K Hold
10,000
– – 0.2% 72
2026
Q1 		$413K Hold
10,000
– – 0.19% 71
2025
Q4 		$620K Hold
10,000
– – 0.28% 59
2025
Q3 		$654K Hold
10,000
– – 0.3% 57
2025
Q2 		$547K Buy
+10,000
New +$495K 0.26% 65

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lynx Capital Group's JEF Position: Q2 2026 in Review

Lynx Capital Group held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 10,000 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #72.

Lynx Capital Group first reported a position in JEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $654K in Q3 2025. 554 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Lynx Capital Group held 10,000 shares of Jefferies Financial Group worth $500K as of Q2 2026.
  • Lynx Capital Group left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up 0.2% of Lynx Capital Group's portfolio in Q2 2026, its #72 holding.
  • Lynx Capital Group first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Lynx Capital Group's Jefferies Financial Group position peaked at $654K in Q3 2025.
  • 554 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Lynx Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.