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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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Perpetual Ltd's JEF Position: Q2 2026 in Review

Perpetual Ltd reduced its Jefferies Financial Group (JEF) stake by 99% in Q2 2026, selling an estimated $32M and leaving 7,049 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #381.

Perpetual Ltd first reported a position in JEF in Q1 2020 and has held it in 5 quarters since. The position peaked at $25.9M in Q1 2026. 155 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Perpetual Ltd held 7,049 shares of Jefferies Financial Group worth $352K as of Q2 2026.
  • Perpetual Ltd sold 620,092 Jefferies Financial Group shares in Q2 2026, an estimated $32M.
  • Jefferies Financial Group made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #381 holding.
  • Perpetual Ltd first reported a position in Jefferies Financial Group in Q1 2020 and has held it in 5 quarters since.
  • Perpetual Ltd's Jefferies Financial Group position peaked at $25.9M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.