MCM
JEF icon

MAI Capital Management’s Jefferies Financial Group JEF Stock Holding History

MAI Capital Management’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 		$968K Buy
19,377
+12,086
+166% +$623K ﹤0.01% 988
2026
Q1 		$301K Buy
7,291
+7,046
+2,876% +$366K ﹤0.01% 1273
2025
Q4 		$15.2K Buy
245
+20
+9% +$1.15K ﹤0.01% 2659
2025
Q3 		$14.7K Sell
225
-291
-56% -$17.7K ﹤0.01% 2554
2025
Q2 		$28.2K Buy
516
+285
+123% +$14.1K ﹤0.01% 2179
2025
Q1 		$12.4K Buy
231
+200
+645% +$13.6K ﹤0.01% 2403
2024
Q4 		$2.43K Buy
+31
New +$2.23K ﹤0.01% 2986
2024
Q3 		– Sell
-4,504
Closed -$224K – 1180
2024
Q2 		$224K Sell
4,504
-332
-7% -$14.9K ﹤0.01% 1103
2024
Q1 		$213K Buy
+4,836
New +$201K ﹤0.01% 1104
2023
Q2 		– Sell
-10,428
Closed -$331K – 1102
2023
Q1 		$331K Buy
10,428
+3,943
+61% +$142K 0.01% 762
2022
Q4 		$213K Buy
+6,485
New +$215K ﹤0.01% 891

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

MAI Capital Management's JEF Position: Q2 2026 in Review

MAI Capital Management increased its Jefferies Financial Group (JEF) stake by 166% in Q2 2026, buying an estimated $623K and bringing the position to 19,377 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

MAI Capital Management first reported a position in JEF in Q4 2022 and has held it in 11 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • MAI Capital Management held 19,377 shares of Jefferies Financial Group worth $968K as of Q2 2026.
  • MAI Capital Management bought 12,086 Jefferies Financial Group shares in Q2 2026, an estimated $623K.
  • Jefferies Financial Group made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #988 holding.
  • MAI Capital Management first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 11 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.