Osaic Holdings
JEF icon

Osaic Holdings’s Jefferies Financial Group JEF Stock Holding History

Osaic Holdings’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 		– Sell
-4
Closed -$4.72K – 7948
2025
Q4 		$4.72K Hold
4
– – ﹤0.01% 6738
2025
Q3 		$4.36K Hold
4
– – ﹤0.01% 6826
2025
Q2 		$6.04K Buy
+4
New +$198 ﹤0.01% 6436

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

Osaic Holdings's JEF Position: Q2 2026 in Review

Osaic Holdings increased its Jefferies Financial Group (JEF) stake by 21% in Q2 2026, buying an estimated $295K and bringing the position to 32,988 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

Osaic Holdings first reported a position in JEF in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.73M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Osaic Holdings held 32,988 shares of Jefferies Financial Group worth $1.65M as of Q2 2026.
  • Osaic Holdings bought 5,714 Jefferies Financial Group shares in Q2 2026, an estimated $295K.
  • Jefferies Financial Group made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2491 holding.
  • Osaic Holdings first reported a position in Jefferies Financial Group in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Jefferies Financial Group position peaked at $4.73M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.