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Mattson Financial Services’s Jefferies Financial Group JEF Stock Holding History

Mattson Financial Services’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 		$1.38M Buy
24,758
+533
+2% +$27.5K 0.29% 98
2026
Q1 		$1,000K Buy
24,225
+75
+0.3% +$3.89K 0.24% 115
2025
Q4 		$1.5M Buy
24,150
+18,071
+297% +$1.04M 0.35% 91
2025
Q3 		$398K Sell
6,079
-193
-3% -$11.8K 0.1% 145
2025
Q2 		$343K Buy
+6,272
New +$310K 0.09% 142

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

Mattson Financial Services's JEF Position: Q2 2026 in Review

Mattson Financial Services increased its Jefferies Financial Group (JEF) stake by 2.2% in Q2 2026, buying an estimated $27.5K and bringing the position to 24,758 shares worth $1.38M. The position accounts for 0.29% of the portfolio, ranked #98.

Mattson Financial Services first reported a position in JEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.5M in Q4 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Mattson Financial Services held 24,758 shares of Jefferies Financial Group worth $1.38M as of Q2 2026.
  • Mattson Financial Services bought 533 Jefferies Financial Group shares in Q2 2026, an estimated $27.5K.
  • Jefferies Financial Group made up 0.29% of Mattson Financial Services's portfolio in Q2 2026, its #98 holding.
  • Mattson Financial Services first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Mattson Financial Services's Jefferies Financial Group position peaked at $1.5M in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.