PCM
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Poehling Capital Management’s Jefferies Financial Group JEF Stock Holding History

Poehling Capital Management’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 		$6.12M Sell
122,355
-277
-0.2% -$14.3K 1.31% 23
2026
Q1 		$5.06M Sell
122,632
-363
-0.3% -$18.8K 1.07% 27
2025
Q4 		$7.62M Sell
122,995
-822
-0.7% -$47.1K 1.56% 20
2025
Q3 		$8.1M Sell
123,817
-528
-0.4% -$32.2K 1.7% 15
2025
Q2 		$6.8M Buy
124,345
+5,577
+5% +$276K 1.59% 16
2025
Q1 		$6.36M Buy
118,768
+2,220
+2% +$151K 1.61% 14
2024
Q4 		$9.14M Sell
116,548
-1,660
-1% -$119K 2.25% 10
2024
Q3 		$7.28M Sell
118,208
-2,009
-2% -$114K 1.86% 14
2024
Q2 		$5.98M Sell
120,217
-2,064
-2% -$92.6K 1.64% 16
2024
Q1 		$5.39M Sell
122,281
-115
-0.1% -$4.79K 1.44% 23
2023
Q4 		$4.95M Sell
122,396
-550
-0.4% -$19.5K 1.57% 19
2023
Q3 		$4.5M Buy
122,946
+649
+0.5% +$23.3K 1.58% 19
2023
Q2 		$4.06M Buy
122,297
+319
+0.3% +$9.96K 1.37% 25
2023
Q1 		$3.87M Sell
121,978
-6,128
-5% -$221K 1.3% 27
2022
Q4 		$4.2M Sell
128,106
-1,489
-1% -$49.5K 1.57% 23
2022
Q3 		$3.65M Sell
129,595
-1,888
-1% -$57.1K 1.53% 23
2022
Q2 		$3.47M Sell
131,483
-187
-0.1% -$5.53K 1.31% 27
2022
Q1 		$4.13M Buy
131,670
+412
+0.3% +$14K 1.28% 23
2021
Q4 		$4.87M Sell
131,258
-1,799
-1% -$69.3K 1.57% 19
2021
Q3 		$4.72M Sell
133,057
-34
-0% -$1.14K 1.59% 17
2021
Q2 		$4.35M Buy
133,091
+1,765
+1% +$53.8K 1.39% 21
2021
Q1 		$3.78M Sell
131,326
-2,388
-2% -$65.1K 1.32% 22
2020
Q4 		$3.15M Sell
133,714
-612
-0.5% -$12.8K 1.25% 25
2020
Q3 		$2.31M Sell
134,326
-578
-0.4% -$9.46K 1.19% 29
2020
Q2 		$2M Sell
134,904
-3,092
-2% -$41.4K 1.08% 35
2020
Q1 		$1.8M Buy
137,996
+33,433
+32% +$638K 1.32% 24
2019
Q4 		$2.14M Buy
104,563
+3,305
+3% +$62.5K 1.4% 21
2019
Q3 		$1.78M Sell
101,258
-13,549
-12% -$241K 1.31% 26
2019
Q2 		$1.98M Buy
114,807
+2,781
+2% +$47.7K 1.32% 25
2019
Q1 		$1.88M Buy
112,026
+47,182
+73% +$833K 1.37% 23
2018
Q4 		$1.01M Sell
64,844
-2,435
-4% -$44.6K 0.97% 34
2018
Q3 		$1.32M Buy
67,279
+28,732
+75% +$599K 0.94% 36
2018
Q2 		$785K Sell
38,547
-11,668
-23% -$244K 0.69% 40
2018
Q1 		$1.02M Sell
50,215
-447
-0.9% -$10.1K 0.83% 40
2017
Q4 		$1.2M Buy
+50,662
New +$1.17M 1.02% 35

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
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
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
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Poehling Capital Management's JEF Position: Q2 2026 in Review

Poehling Capital Management reduced its Jefferies Financial Group (JEF) stake by 0.23% in Q2 2026, selling an estimated $14.3K and leaving 122,355 shares worth $6.12M. The position accounts for 1.31% of the portfolio, ranked #23.

Poehling Capital Management first reported a position in JEF in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.14M in Q4 2024. 93 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Poehling Capital Management held 122,355 shares of Jefferies Financial Group worth $6.12M as of Q2 2026.
  • Poehling Capital Management sold 277 Jefferies Financial Group shares in Q2 2026, an estimated $14.3K.
  • Jefferies Financial Group made up 1.31% of Poehling Capital Management's portfolio in Q2 2026, its #23 holding.
  • Poehling Capital Management first reported a position in Jefferies Financial Group in Q4 2017 and has held it in 35 quarters since.
  • Poehling Capital Management's Jefferies Financial Group position peaked at $9.14M in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.