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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
2025
Q1 		– Sell
-113,100
Closed -$8.87M – 1735
2024
Q4 		$8.87M Buy
+113,100
New +$8.14M 0.06% 300

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.