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Prana Capital Management’s Jefferies Financial Group JEF Stock Holding History

Prana 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 		$1.78M Sell
35,608
-222,973
-86% -$11.5M 0.05% 93
2026
Q1 		$10.7M Buy
258,581
+165,410
+178% +$8.58M 0.32% 59
2025
Q4 		$5.77M Buy
93,171
+977
+1% +$56K 0.21% 66
2025
Q3 		$6.03M Buy
92,194
+19,413
+27% +$1.18M 0.2% 66
2025
Q2 		$3.98M Buy
+72,781
New +$3.6M 0.14% 68
2024
Q4 		– Sell
-27,121
Closed -$1.67M – 109
2024
Q3 		$1.67M Buy
27,121
+18,023
+198% +$1.02M 0.08% 74
2024
Q2 		$453K Sell
9,098
-586
-6% -$26.3K 0.02% 93
2024
Q1 		$427K Sell
9,684
-148,125
-94% -$6.17M 0.02% 84
2023
Q4 		$6.38M Buy
+157,809
New +$5.58M 0.38% 57
2023
Q2 		– Sell
-128,098
Closed -$4.07M – 96
2023
Q1 		$4.07M Buy
+128,098
New +$4.63M 0.34% 55
2021
Q2 		– Sell
-164,266
Closed -$4.73M – 86
2021
Q1 		$4.73M Buy
+164,266
New +$4.48M 0.39% 57
2020
Q3 		– Sell
-242,103
Closed -$3.6M – 59
2020
Q2 		$3.6M Buy
242,103
+2,862
+1% +$38.3K 0.49% 43
2020
Q1 		$3.13M Sell
239,241
-661,686
-73% -$12.6M 0.91% 31
2019
Q4 		$18.4M Sell
900,927
-23,325
-3% -$441K 2.7% 16
2019
Q3 		$16.3M Sell
924,252
-333,366
-27% -$5.94M 2.93% 11
2019
Q2 		$21.6M Buy
1,257,618
+261,157
+26% +$4.48M 3.89% 9
2019
Q1 		$16.8M Buy
996,461
+424,164
+74% +$7.49M 2.58% 18
2018
Q4 		$8.89M Sell
572,297
-886,312
-61% -$16.2M 1.91% 20
2018
Q3 		$28.7M Buy
1,458,609
+391,889
+37% +$8.17M 6.21% 4
2018
Q2 		$21.7M Buy
+1,066,720
New +$22.3M 5.8% 4

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Prana Capital Management reduced its Jefferies Financial Group (JEF) stake by 86% in Q2 2026, selling an estimated $11.5M and leaving 35,608 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #93.

Prana Capital Management first reported a position in JEF in Q2 2018 and has held it in 20 quarters since. The position peaked at $28.7M in Q3 2018. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Prana Capital Management held 35,608 shares of Jefferies Financial Group worth $1.78M as of Q2 2026.
  • Prana Capital Management sold 222,973 Jefferies Financial Group shares in Q2 2026, an estimated $11.5M.
  • Jefferies Financial Group made up 0.05% of Prana Capital Management's portfolio in Q2 2026, its #93 holding.
  • Prana Capital Management first reported a position in Jefferies Financial Group in Q2 2018 and has held it in 20 quarters since.
  • Prana Capital Management's Jefferies Financial Group position peaked at $28.7M in Q3 2018.
  • 589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.