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Moors & Cabot’s Jefferies Financial Group JEF Stock Holding History

Moors & Cabot’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 		$1.35M Sell
27,050
-9,500
-26% -$490K 0.05% 314
2026
Q1 		$1.51M Buy
36,550
+6,150
+20% +$319K 0.06% 267
2025
Q4 		$1.88M Sell
30,400
-5,775
-16% -$331K 0.08% 219
2025
Q3 		$2.37M Sell
36,175
-5,462
-13% -$333K 0.1% 183
2025
Q2 		$2.28M Buy
41,637
+13,137
+46% +$650K 0.11% 179
2025
Q1 		$1.53M Buy
28,500
+8,750
+44% +$594K 0.08% 236
2024
Q4 		$1.55M Sell
19,750
-4,350
-18% -$313K 0.07% 237
2024
Q3 		$1.48M Sell
24,100
-3,150
-12% -$179K 0.07% 243
2024
Q2 		$1.36M Buy
27,250
+2,500
+10% +$112K 0.07% 239
2024
Q1 		$1.09M Sell
24,750
-745
-3% -$31K 0.06% 288
2023
Q4 		$1.03M Sell
25,495
-3,870
-13% -$137K 0.06% 276
2023
Q3 		$1.08M Sell
29,365
-4,660
-14% -$167K 0.07% 249
2023
Q2 		$1.13M Buy
34,025
+5,550
+19% +$173K 0.07% 250
2023
Q1 		$904K Buy
28,475
+7,973
+39% +$288K 0.06% 280
2022
Q4 		$672K Buy
+20,502
New +$681K 0.05% 347

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 $3.38T AUM 44.17% 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

Moors & Cabot's JEF Position: Q2 2026 in Review

Moors & Cabot reduced its Jefferies Financial Group (JEF) stake by 26% in Q2 2026, selling an estimated $490K and leaving 27,050 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #314.

Moors & Cabot first reported a position in JEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q3 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Moors & Cabot held 27,050 shares of Jefferies Financial Group worth $1.35M as of Q2 2026.
  • Moors & Cabot sold 9,500 Jefferies Financial Group shares in Q2 2026, an estimated $490K.
  • Jefferies Financial Group made up 0.05% of Moors & Cabot's portfolio in Q2 2026, its #314 holding.
  • Moors & Cabot first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 15 quarters since.
  • Moors & Cabot's Jefferies Financial Group position peaked at $2.37M in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.