Perpetual Ltd’s Jefferies Financial Group JEF Stock Holding History

Perpetual Ltd’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 Q3	–	Sell	-7,049	Closed	-$352K	–	417
2026 Q2	$352K	Sell	7,049 -620,092	-99%	-$32M	0.01%	381
2026 Q1	$25.9M	Buy	+627,141	New	+$32.5M	0.4%	70
2020 Q3	$9.04M	Buy	525,344 +328,165	+166%	+$5.37M	0.65%	41
2020 Q2	$2.93M	Buy	197,179 +105,895	+116%	+$1.42M	0.27%	95
2020 Q1	$1.19M	Buy	+91,284	New	+$1.74M	0.17%	141

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $186M AUM 13.72% 1-Year Est. Return

Perpetual Ltd's JEF Position: Q3 2026 in Review

Perpetual Ltd sold out of Jefferies Financial Group (JEF) in Q3 2026, closing a stake of 7,049 shares — an estimated $352K sold.

Perpetual Ltd first reported a position in JEF in Q1 2020 and held it in 5 quarters. The position peaked at $25.9M in Q1 2026. 141 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Perpetual Ltd reported no remaining Jefferies Financial Group position as of Q3 2026 after selling out during the quarter.
Perpetual Ltd sold 7,049 Jefferies Financial Group shares in Q3 2026, an estimated $352K.
Perpetual Ltd first reported a position in Jefferies Financial Group in Q1 2020 and held it in 5 quarters.
Perpetual Ltd's Jefferies Financial Group position peaked at $25.9M in Q1 2026.
141 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.