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 Q2	$100	Buy	2 +1	+100%	+$52	﹤0.01%	1219
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 $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

MV Capital Management's JEF Position: Q2 2026 in Review

MV Capital Management increased its Jefferies Financial Group (JEF) stake by 100% in Q2 2026, buying an estimated $52 and bringing the position to 2 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

MV Capital Management first reported a position in JEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $268 in Q1 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

MV Capital Management held 2 shares of Jefferies Financial Group worth $100 as of Q2 2026.
MV Capital Management bought 1 Jefferies Financial Group share in Q2 2026, an estimated $52.
Jefferies Financial Group made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1219 holding.
MV Capital Management first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 11 quarters since.
MV Capital Management's Jefferies Financial Group position peaked at $268 in Q1 2025.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.