Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Jefferies Financial Group JEF Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$250K Sell
5,003
-42,805
-90% -$2.21M ﹤0.01% 1279
2026
Q1 		$1.97M Buy
47,808
+19,718
+70% +$1.02M ﹤0.01% 802
2025
Q4 		$1.74M Buy
28,090
+25,026
+817% +$1.43M ﹤0.01% 814
2025
Q3 		$200K Buy
+3,064
New +$187K ﹤0.01% 1057
2025
Q1 		– Sell
-11,967
Closed -$938K – 1089
2024
Q4 		$938K Buy
+11,967
New +$861K ﹤0.01% 891
2024
Q1 		– Sell
-796
Closed -$32.2K – 1095
2023
Q4 		$32.2K Buy
+796
New +$28.2K ﹤0.01% 1077
2023
Q2 		– Sell
-22,973
Closed -$729K – 1168
2023
Q1 		$729K Sell
22,973
-52,269
-69% -$1.89M ﹤0.01% 850
2022
Q4 		$2.47M Sell
75,242
-2,457
-3% -$81.6K 0.01% 751
2022
Q3 		$2.19M Sell
77,699
-43,816
-36% -$1.33M 0.01% 756
2022
Q2 		$3.21M Sell
121,515
-10,450
-8% -$309K 0.01% 736
2022
Q1 		$4.14M Sell
131,965
-718
-0.5% -$24.4K 0.01% 723
2021
Q4 		$4.92M Buy
132,683
+21,511
+19% +$828K 0.01% 733
2021
Q3 		$3.95M Buy
111,172
+2
+0% +$67 0.01% 774
2021
Q2 		$3.4M Sell
111,170
-54,603
-33% -$1.67M 0.01% 792
2021
Q1 		$3.9M Sell
165,773
-764,653
-82% -$20.8M 0.01% 739
2020
Q4 		$21.9M Buy
930,426
+39,387
+4% +$826K 0.04% 421
2020
Q3 		$15.3M Buy
891,039
+15,313
+2% +$251K 0.03% 456
2020
Q2 		$13M Sell
875,726
-205,471
-19% -$2.75M 0.03% 480
2020
Q1 		$14.1M Buy
1,081,197
+4,457
+0.4% +$85.1K 0.04% 404
2019
Q4 		$22M Buy
1,076,740
+25,443
+2% +$481K 0.05% 377
2019
Q3 		$17.9M Sell
1,051,297
-84,589
-7% -$1.51M 0.05% 397
2019
Q2 		$19.2M Sell
1,135,886
-94,021
-8% -$1.61M 0.07% 337
2019
Q1 		$20.7M Buy
1,229,907
+32,394
+3% +$572K 0.08% 296
2018
Q4 		$18.6M Buy
1,197,513
+10,827
+0.9% +$198K 0.08% 287
2018
Q3 		$23.3M Sell
1,186,686
-375,383
-24% -$7.83M 0.08% 287
2018
Q2 		$31.8M Sell
1,562,069
-46,535
-3% -$975K 0.05% 392
2018
Q1 		$32.7M Buy
1,608,604
+74,657
+5% +$1.69M 0.06% 361
2017
Q4 		$36.4M Buy
1,533,947
+42,395
+3% +$978K 0.06% 341
2017
Q3 		$33.7M Sell
1,491,552
-21,778
-1% -$488K 0.06% 350
2017
Q2 		$35.4M Sell
1,513,330
-16,084
-1% -$366K 0.07% 326
2017
Q1 		$35.6M Buy
1,529,414
+407,167
+36% +$9.1M 0.07% 323
2016
Q4 		$23.4M Sell
1,122,247
-30,036
-3% -$561K 0.05% 425
2016
Q3 		$19.6M Buy
1,152,283
+20,103
+2% +$333K 0.04% 481
2016
Q2 		$17.6M Sell
1,132,180
-8,427
-0.7% -$129K 0.04% 492
2016
Q1 		$16.5M Buy
1,140,607
+100,894
+10% +$1.42M 0.04% 513
2015
Q4 		$16.2M Sell
1,039,713
-22,895
-2% -$383K 0.04% 506
2015
Q3 		$19.3M Buy
1,062,608
+46,225
+5% +$928K 0.05% 439
2015
Q2 		$22.1M Buy
1,016,383
+31,417
+3% +$671K 0.05% 419
2015
Q1 		$19.7M Buy
984,966
+5,992
+0.6% +$124K 0.05% 459
2014
Q4 		$19.6M Buy
978,974
+344,622
+54% +$7.11M 0.05% 443
2014
Q3 		$13.5M Sell
634,352
-3,262
-0.5% -$73.5K 0.03% 533
2014
Q2 		$15M Buy
637,614
+7,835
+1% +$182K 0.03% 522
2014
Q1 		$15.8M Sell
629,779
-5,619
-0.9% -$139K 0.04% 489
2013
Q4 		$16.1M Sell
635,398
-8,032
-1% -$203K 0.04% 489
2013
Q3 		$15.7M Buy
643,430
+10,461
+2% +$250K 0.04% 477
2013
Q2 		$14.9M Buy
+632,969
New +$16.6M 0.04% 459

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

Mitsubishi UFJ Trust & Banking's JEF Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its Jefferies Financial Group (JEF) stake by 90% in Q2 2026, selling an estimated $2.21M and leaving 5,003 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Mitsubishi UFJ Trust & Banking first reported a position in JEF in Q2 2013 and has held it in 46 quarters since. The position peaked at $36.4M in Q4 2017. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 5,003 shares of Jefferies Financial Group worth $250K as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking sold 42,805 Jefferies Financial Group shares in Q2 2026, an estimated $2.21M.
  • Jefferies Financial Group made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #1279 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 46 quarters since.
  • Mitsubishi UFJ Trust & Banking's Jefferies Financial Group position peaked at $36.4M in Q4 2017.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.