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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
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 $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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ossiam's JEF Position: Q1 2026 in Review

Ossiam opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 15,259 shares worth $630K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Ossiam previously reported a position in JEF as recently as Q1 2025.

Ossiam first reported a position in JEF in Q3 2024 and has held it in 4 quarters since. The position peaked at $13.6M in Q1 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Ossiam held 15,259 shares of Jefferies Financial Group worth $630K as of Q1 2026.
  • Jefferies Financial Group was a new Ossiam position in Q1 2026.
  • Jefferies Financial Group made up 0.01% of Ossiam's portfolio in Q1 2026, its #270 holding.
  • Ossiam first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 4 quarters since.
  • Ossiam's Jefferies Financial Group position peaked at $13.6M in Q1 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.