&Partners’s Jefferies Financial Group JEF Stock Holding History

&Partners’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	$660K	Buy	13,440 +3,207	+31%	+$165K	﹤0.01%	1673
2026 Q1	$448K	Buy	10,233 +3,496	+52%	+$181K	﹤0.01%	1759
2025 Q4	$417K	Sell	6,737 -12,333	-65%	-$707K	﹤0.01%	1734
2025 Q3	$1.25M	Sell	19,070 -861	-4%	-$52.5K	0.01%	980
2025 Q2	$1.09M	Buy	19,931 +2,632	+15%	+$130K	0.01%	944
2025 Q1	$876K	Buy	17,299 +2,708	+19%	+$184K	0.01%	881
2024 Q4	$1.18M	Buy	14,591 +9,717	+199%	+$699K	0.01%	702
2024 Q3	$300K	Buy	+4,874	New	+$277K	0.01%	1097

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

&Partners's JEF Position: Q2 2026 in Review

&Partners increased its Jefferies Financial Group (JEF) stake by 31% in Q2 2026, buying an estimated $165K and bringing the position to 13,440 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

&Partners first reported a position in JEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q3 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

&Partners held 13,440 shares of Jefferies Financial Group worth $660K as of Q2 2026.
&Partners bought 3,207 Jefferies Financial Group shares in Q2 2026, an estimated $165K.
Jefferies Financial Group made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1673 holding.
&Partners first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 8 quarters since.
&Partners's Jefferies Financial Group position peaked at $1.25M in Q3 2025.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.