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
Q1 		– Hold
0
– – – 2576
2025
Q4 		– Hold
0
– – – 2754
2025
Q3 		– Hold
0
– – – 2616
2025
Q2 		– Hold
0
– – – 2682

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

MAI Capital Management's JEF Position: Q1 2026 in Review

MAI Capital Management increased its Jefferies Financial Group (JEF) stake by 2,876% in Q1 2026, buying an estimated $366K and bringing the position to 7,291 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

MAI Capital Management first reported a position in JEF in Q4 2022 and has held it in 10 quarters since. The position peaked at $331K in Q1 2023. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • MAI Capital Management held 7,291 shares of Jefferies Financial Group worth $301K as of Q1 2026.
  • MAI Capital Management bought 7,046 Jefferies Financial Group shares in Q1 2026, an estimated $366K.
  • Jefferies Financial Group made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1273 holding.
  • MAI Capital Management first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 10 quarters since.
  • MAI Capital Management's Jefferies Financial Group position peaked at $331K in Q1 2023.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.