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

MV 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	$42	Sell	1 -1	-50%	-$52	﹤0.01%	1178
2025 Q4	$124	Hold	2	–	–	﹤0.01%	1080
2025 Q3	$131	Hold	2	–	–	﹤0.01%	982
2025 Q2	$110	Sell	2 -3	-60%	-$149	﹤0.01%	992
2025 Q1	$268	Buy	5 +4	+400%	+$272	﹤0.01%	893
2024 Q4	$79	Hold	1	–	–	﹤0.01%	980
2024 Q3	$62	Hold	1	–	–	﹤0.01%	1002
2024 Q2	$50	Hold	1	–	–	﹤0.01%	966
2024 Q1	$45	Hold	1	–	–	﹤0.01%	825
2023 Q4	$41	Buy	+1	New	+$35	﹤0.01%	757

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

MV Capital Management reduced its Jefferies Financial Group (JEF) stake by 50% in Q1 2026, selling an estimated $52 and leaving 1 share worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

MV Capital Management first reported a position in JEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $268 in Q1 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

MV Capital Management held 1 share of Jefferies Financial Group worth $42 as of Q1 2026.
MV Capital Management sold 1 Jefferies Financial Group share in Q1 2026, an estimated $52.
Jefferies Financial Group made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #1178 holding.
MV Capital Management first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 10 quarters since.
MV Capital Management's Jefferies Financial Group position peaked at $268 in Q1 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.