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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
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 $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

Pallas Capital Advisors's JEF Position: Q1 2026 in Review

Pallas Capital Advisors sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 13,349 shares — an estimated $827K sold.

Pallas Capital Advisors first reported a position in JEF in Q3 2024 and held it in 5 quarters. The position peaked at $827K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Pallas Capital Advisors reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Pallas Capital Advisors sold 13,349 Jefferies Financial Group shares in Q1 2026, an estimated $827K.
  • Pallas Capital Advisors first reported a position in Jefferies Financial Group in Q3 2024 and held it in 5 quarters.
  • Pallas Capital Advisors's Jefferies Financial Group position peaked at $827K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.