Migdal Insurance & Financial Holdings’s Jefferies Financial Group JEF Stock Holding History

Migdal Insurance & Financial Holdings’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	–	Sell	-398,000	Closed	-$16.4M	–	395
2026 Q1	$16.4M	Hold	398,000	–	–	0.14%	78
2025 Q4	$24.7M	Sell	398,000 -400,000	-50%	-$22.9M	0.21%	59
2025 Q3	$52.2M	Hold	798,000	–	–	0.56%	38
2025 Q2	$43.6M	Hold	798,000	–	–	0.52%	38
2025 Q1	$42.7M	Buy	798,000 +373,000	+88%	+$25.3M	0.6%	36
2024 Q4	$33.3M	Hold	425,000	–	–	0.48%	47
2024 Q3	$26.2M	Hold	425,000	–	–	0.42%	52
2024 Q2	$21.1M	Buy	+425,000	New	+$19.1M	0.35%	60
2018 Q4	–	Sell	-3,465	Closed	-$68K	–	763
2018 Q3	$68K	Buy	3,465 +1,498	+76%	+$31.2K	﹤0.01%	641
2018 Q2	$40K	Buy	1,967 +1,944	+8,452%	+$40.7K	﹤0.01%	673
2018 Q1	$0	Buy	+23	New	+$521	﹤0.01%	746

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Migdal Insurance & Financial Holdings's JEF Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 398,000 shares — an estimated $16.4M sold.

Migdal Insurance & Financial Holdings first reported a position in JEF in Q1 2018 and held it in 11 quarters. The position peaked at $52.2M in Q3 2025. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Migdal Insurance & Financial Holdings reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 398,000 Jefferies Financial Group shares in Q2 2026, an estimated $16.4M.
Migdal Insurance & Financial Holdings first reported a position in Jefferies Financial Group in Q1 2018 and held it in 11 quarters.
Migdal Insurance & Financial Holdings's Jefferies Financial Group position peaked at $52.2M in Q3 2025.
589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.