Mariner
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Mariner’s Jefferies Financial Group JEF Stock Holding History

Mariner’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 		$8.3M Buy
201,223
+52,259
+35% +$2.71M 0.01% 831
2025
Q4 		$9.24M Buy
148,964
+97,718
+191% +$5.6M 0.01% 741
2025
Q3 		$3.35M Buy
51,246
+26,592
+108% +$1.62M ﹤0.01% 1130
2025
Q2 		$1.35M Buy
24,654
+10,965
+80% +$543K ﹤0.01% 1596
2025
Q1 		$733K Buy
13,689
+416
+3% +$28.2K ﹤0.01% 1902
2024
Q4 		$1.04M Buy
13,273
+1,487
+13% +$107K ﹤0.01% 1615
2024
Q3 		$725K Sell
11,786
-2,636
-18% -$150K ﹤0.01% 1852
2024
Q2 		$718K Buy
14,422
+2,544
+21% +$114K ﹤0.01% 1753
2024
Q1 		$524K Buy
11,878
+601
+5% +$25K ﹤0.01% 1990
2023
Q4 		$456K Buy
11,277
+702
+7% +$24.8K ﹤0.01% 2000
2023
Q3 		$387K Sell
10,575
-64
-0.6% -$2.29K ﹤0.01% 1950
2023
Q2 		$353K Sell
10,639
-614
-5% -$19.2K ﹤0.01% 1995
2023
Q1 		$357K Buy
11,253
+2,206
+24% +$79.7K ﹤0.01% 1934
2022
Q4 		$296K Buy
9,047
+111
+1% +$3.69K ﹤0.01% 2043
2022
Q3 		$252K Sell
8,936
-9,484
-51% -$287K ﹤0.01% 1892
2022
Q2 		$486K Buy
18,420
+2,288
+14% +$67.6K ﹤0.01% 1135
2022
Q1 		$507K Buy
16,132
+573
+4% +$19.5K ﹤0.01% 1144
2021
Q4 		$577K Buy
15,559
+197
+1% +$7.59K ﹤0.01% 966
2021
Q3 		$545K Buy
15,362
+943
+7% +$31.6K ﹤0.01% 833
2021
Q2 		$471K Buy
14,419
+2,342
+19% +$71.4K ﹤0.01% 804
2021
Q1 		$348K Buy
+12,077
New +$329K ﹤0.01% 792

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

Mariner's JEF Position: Q1 2026 in Review

Mariner increased its Jefferies Financial Group (JEF) stake by 35% in Q1 2026, buying an estimated $2.71M and bringing the position to 201,223 shares worth $8.3M. The position accounts for 0.01% of the portfolio, ranked #831.

Mariner first reported a position in JEF in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.24M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Mariner held 201,223 shares of Jefferies Financial Group worth $8.3M as of Q1 2026.
  • Mariner bought 52,259 Jefferies Financial Group shares in Q1 2026, an estimated $2.71M.
  • Jefferies Financial Group made up 0.01% of Mariner's portfolio in Q1 2026, its #831 holding.
  • Mariner first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 21 quarters since.
  • Mariner's Jefferies Financial Group position peaked at $9.24M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.