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Moerus Capital Management’s Jefferies Financial Group JEF Stock Holding History

Moerus Capital Management’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
Q1 		$32.1M Buy
777,068
+167,347
+27% +$8.69M 11.84% 4
2025
Q4 		$37.8M Sell
609,721
-70,122
-10% -$4.02M 16.29% 1
2025
Q3 		$44.5M Buy
679,843
+13,989
+2% +$853K 18.08% 2
2025
Q2 		$36.4M Buy
665,854
+91,601
+16% +$4.53M 15.54% 2
2025
Q1 		$30.8M Sell
574,253
-65,951
-10% -$4.48M 13.76% 3
2024
Q4 		$50.2M Sell
640,204
-343,084
-35% -$24.7M 18.32% 1
2024
Q3 		$60.5M Sell
983,288
-86,936
-8% -$4.93M 22.22% 1
2024
Q2 		$53.3M Buy
1,070,224
+7,195
+0.7% +$323K 19.22% 1
2024
Q1 		$46.9M Sell
1,063,029
-116,123
-10% -$4.84M 14.7% 1
2023
Q4 		$47.6M Buy
1,179,152
+48,663
+4% +$1.72M 14.34% 1
2023
Q3 		$41.4M Sell
1,130,489
-107,366
-9% -$3.85M 13.67% 1
2023
Q2 		$41.1M Buy
1,237,855
+15,137
+1% +$472K 12.02% 3
2023
Q1 		$38.8M Sell
1,222,718
-141,845
-10% -$5.13M 11.74% 4
2022
Q4 		$44.7M Buy
1,364,563
+180,352
+15% +$5.99M 13.45% 3
2022
Q3 		$33.4M Sell
1,184,211
-30,822
-3% -$933K 14.2% 2
2022
Q2 		$32.1M Buy
1,215,033
+294,060
+32% +$8.69M 11.32% 5
2022
Q1 		$28.9M Buy
920,973
+303,326
+49% +$10.3M 8.01% 7
2021
Q4 		$22.9M Buy
617,647
+4,301
+0.7% +$166K 9.97% 6
2021
Q3 		$21.8M Sell
613,346
-225,702
-27% -$7.55M 10.1% 6
2021
Q2 		$27.4M Sell
839,048
-626,181
-43% -$19.1M 12.6% 4
2021
Q1 		$42.2M Sell
1,465,229
-102,322
-7% -$2.79M 15.78% 2
2020
Q4 		$36.9M Sell
1,567,551
-537,572
-26% -$11.3M 14.45% 2
2020
Q3 		$36.2M Buy
2,105,123
+85,236
+4% +$1.39M 17.66% 1
2020
Q2 		$30M Sell
2,019,887
-258,783
-11% -$3.47M 16.72% 1
2020
Q1 		$29.8M Buy
2,278,670
+342,493
+18% +$6.54M 14.55% 1
2019
Q4 		$39.6M Sell
1,936,177
-253,793
-12% -$4.8M 12.81% 3
2019
Q3 		$38.5M Sell
2,189,970
-154,275
-7% -$2.75M 13.12% 1
2019
Q2 		$40.4M Buy
2,344,245
+3,370
+0.1% +$57.8K 12.52% 2
2019
Q1 		$39.4M Buy
2,340,875
+176,989
+8% +$3.12M 11.67% 3
2018
Q4 		$33.6M Buy
+2,163,886
New +$39.6M 10.98% 3

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moerus Capital Management's JEF Position: Q1 2026 in Review

Moerus Capital Management increased its Jefferies Financial Group (JEF) stake by 27% in Q1 2026, buying an estimated $8.69M and bringing the position to 777,068 shares worth $32.1M. The position accounts for 11.84% of the portfolio, ranked #4.

Moerus Capital Management first reported a position in JEF in Q4 2018 and has held it in 30 quarters since. The position peaked at $60.5M in Q3 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Moerus Capital Management held 777,068 shares of Jefferies Financial Group worth $32.1M as of Q1 2026.
  • Moerus Capital Management bought 167,347 Jefferies Financial Group shares in Q1 2026, an estimated $8.69M.
  • Jefferies Financial Group made up 11.84% of Moerus Capital Management's portfolio in Q1 2026, its #4 holding.
  • Moerus Capital Management first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 30 quarters since.
  • Moerus Capital Management's Jefferies Financial Group position peaked at $60.5M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Moerus Capital Management's 13F filing for Q1 2026, filed 14 May 2026.