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

Mirabella 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	$889K	Buy	+17,790	New	+$917K	0.09%	116
2026 Q1	–	Sell	-6,258	Closed	-$388K	–	1047
2025 Q4	$388K	Buy	+6,258	New	+$359K	0.04%	362
2024 Q3	–	Sell	-16,282	Closed	-$810K	–	322
2024 Q2	$810K	Buy	+16,282	New	+$731K	0.06%	187
2023 Q4	–	Sell	-12,827	Closed	-$470K	–	505
2023 Q3	$470K	Buy	+12,827	New	+$460K	0.07%	230
2023 Q1	–	Sell	-52,342	Closed	-$1.72M	–	501
2022 Q4	$1.72M	Buy	+52,342	New	+$1.74M	0.15%	109
2022 Q3	–	Sell	-8,017	Closed	-$212K	–	456
2022 Q2	$212K	Sell	8,017 -4,176	-34%	-$123K	0.02%	413
2022 Q1	$383K	Buy	+12,193	New	+$414K	0.04%	293
2021 Q4	–	Sell	-16,149	Closed	-$573K	–	512
2021 Q3	$573K	Buy	16,149 +2,665	+20%	+$89.2K	0.08%	217
2021 Q2	$441K	Buy	+13,484	New	+$411K	0.08%	176
2020 Q4	–	Sell	-25,969	Closed	-$447K	–	399
2020 Q3	$447K	Buy	+25,969	New	+$425K	0.06%	156

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

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

Mirabella Financial Services opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 17,790 shares worth $889K. The stake represents 0.09% of the portfolio and ranks #116 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in JEF as recently as Q4 2025.

Mirabella Financial Services first reported a position in JEF in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2022. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Mirabella Financial Services held 17,790 shares of Jefferies Financial Group worth $889K as of Q2 2026.
Jefferies Financial Group was a new Mirabella Financial Services position in Q2 2026.
Jefferies Financial Group made up 0.09% of Mirabella Financial Services's portfolio in Q2 2026, its #116 holding.
Mirabella Financial Services first reported a position in Jefferies Financial Group in Q3 2020 and has held it in 10 quarters since.
Mirabella Financial Services's Jefferies Financial Group position peaked at $1.72M in Q4 2022.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.