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Ossiam’s Jefferies Financial Group JEF Stock Holding History

Ossiam’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 		$1.29M Buy
25,853
+10,594
+69% +$546K 0.02% 366
2026
Q1 		$630K Buy
+15,259
New +$792K 0.01% 270
2025
Q2 		– Sell
-254,044
Closed -$13.6M – 651
2025
Q1 		$13.6M Buy
254,044
+251,380
+9,436% +$17.1M 0.19% 76
2024
Q4 		$209K Sell
2,664
-465
-15% -$33.5K ﹤0.01% 523
2024
Q3 		$193K Buy
+3,129
New +$178K ﹤0.01% 542

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 $3.37T 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
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

Ossiam's JEF Position: Q2 2026 in Review

Ossiam increased its Jefferies Financial Group (JEF) stake by 69% in Q2 2026, buying an estimated $546K and bringing the position to 25,853 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #366.

Ossiam first reported a position in JEF in Q3 2024 and has held it in 5 quarters since. The position peaked at $13.6M in Q1 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Ossiam held 25,853 shares of Jefferies Financial Group worth $1.29M as of Q2 2026.
  • Ossiam bought 10,594 Jefferies Financial Group shares in Q2 2026, an estimated $546K.
  • Jefferies Financial Group made up 0.02% of Ossiam's portfolio in Q2 2026, its #366 holding.
  • Ossiam first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 5 quarters since.
  • Ossiam's Jefferies Financial Group position peaked at $13.6M in Q1 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.