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Michael Gelband’s Jefferies Financial Group JEF Stock Holding History

Michael Gelband’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 		$7.33M Buy
146,687
+60,282
+70% +$3.11M 0.05% 374
2026
Q1 		$3.57M Sell
86,405
-8,644
-9% -$449K 0.03% 547
2025
Q4 		$5.89M Buy
95,049
+14,029
+17% +$804K 0.05% 413
2025
Q3 		$5.3M Sell
81,020
-269,248
-77% -$16.4M 0.05% 389
2025
Q2 		$19.2M Buy
350,268
+268,764
+330% +$13.3M 0.17% 118
2025
Q1 		$4.37M Buy
+81,504
New +$5.53M 0.04% 445
2024
Q4 		– Sell
-141,662
Closed -$10.2M – 1771
2024
Q3 		$8.72M Buy
+141,662
New +$8.04M 0.05% 261
2024
Q2 		– Sell
-135,034
Closed -$5.96M – 1746
2024
Q1 		$5.96M Buy
135,034
+107,677
+394% +$4.48M 0.05% 339
2023
Q4 		$1.1M Sell
27,357
-18,325
-40% -$648K 0.01% 784
2023
Q3 		$1.67M Buy
+45,682
New +$1.64M 0.02% 733
2023
Q2 		– Sell
-49,423
Closed -$1.57M – 2052
2023
Q1 		$1.57M Buy
+49,423
New +$1.79M 0.01% 979
2022
Q4 		– Sell
-77,545
Closed -$2.19M – 1875
2022
Q3 		$2.19M Buy
+77,545
New +$2.35M 0.03% 766
2021
Q4 		– Sell
-42,653
Closed -$1.51M – 2384
2021
Q3 		$1.51M Buy
+42,653
New +$1.43M 0.02% 846
2021
Q2 		– Sell
-83,163
Closed -$2.39M – 2576
2021
Q1 		$2.39M Buy
83,163
+21,299
+34% +$581K 0.03% 499
2020
Q4 		$1.46M Sell
61,864
-167,895
-73% -$3.52M 0.01% 683
2020
Q3 		$3.95M Sell
229,759
-20,607
-8% -$337K 0.08% 216
2020
Q2 		$3.72M Buy
+250,366
New +$3.35M 0.1% 225
2019
Q4 		– Sell
-14,771
Closed -$260K – 1704
2019
Q3 		$260K Buy
14,771
+1,316
+10% +$23.4K 0.01% 971
2019
Q2 		$232K Sell
13,455
-9,894
-42% -$170K 0.01% 833
2019
Q1 		$393K Buy
+23,349
New +$412K 0.03% 393

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

Michael Gelband's JEF Position: Q2 2026 in Review

Michael Gelband increased its Jefferies Financial Group (JEF) stake by 70% in Q2 2026, buying an estimated $3.11M and bringing the position to 146,687 shares worth $7.33M. The position accounts for 0.05% of the portfolio, ranked #374.

Michael Gelband first reported a position in JEF in Q1 2019 and has held it in 20 quarters since. The position peaked at $19.2M in Q2 2025. 585 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Michael Gelband held 146,687 shares of Jefferies Financial Group worth $7.33M as of Q2 2026.
  • Michael Gelband bought 60,282 Jefferies Financial Group shares in Q2 2026, an estimated $3.11M.
  • Jefferies Financial Group made up 0.05% of Michael Gelband's portfolio in Q2 2026, its #374 holding.
  • Michael Gelband first reported a position in Jefferies Financial Group in Q1 2019 and has held it in 20 quarters since.
  • Michael Gelband's Jefferies Financial Group position peaked at $19.2M in Q2 2025.
  • 585 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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