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Pallas Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Pallas Capital Advisors’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 		$651K Buy
+13,020
New +$671K 0.02% 492
2026
Q1 		– Sell
-13,349
Closed -$827K – 928
2025
Q4 		$827K Buy
13,349
+8,607
+182% +$493K 0.03% 399
2025
Q3 		$310K Sell
4,742
-864
-15% -$52.7K 0.01% 663
2025
Q2 		$307K Buy
+5,606
New +$278K 0.01% 643
2025
Q1 		– Sell
-3,391
Closed -$266K – 787
2024
Q4 		$266K Hold
3,391
– – 0.01% 492
2024
Q3 		$219K Buy
+3,391
New +$192K 0.01% 553

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

Pallas Capital Advisors's JEF Position: Q2 2026 in Review

Pallas Capital Advisors opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 13,020 shares worth $651K. The stake represents 0.02% of the portfolio and ranks #492 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in JEF as recently as Q4 2025.

Pallas Capital Advisors first reported a position in JEF in Q3 2024 and has held it in 6 quarters since. The position peaked at $827K in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Pallas Capital Advisors held 13,020 shares of Jefferies Financial Group worth $651K as of Q2 2026.
  • Jefferies Financial Group was a new Pallas Capital Advisors position in Q2 2026.
  • Jefferies Financial Group made up 0.02% of Pallas Capital Advisors's portfolio in Q2 2026, its #492 holding.
  • Pallas Capital Advisors first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 6 quarters since.
  • Pallas Capital Advisors's Jefferies Financial Group position peaked at $827K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.