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

Prelude 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
Q1 		– Sell
-3,655
Closed -$227K – 1408
2025
Q4 		$227K Buy
+3,655
New +$210K 0.02% 975
2025
Q2 		– Sell
-9,513
Closed -$510K – 1175
2025
Q1 		$510K Buy
+9,513
New +$646K 0.04% 512
2022
Q1 		– Sell
-11,551
Closed -$428K – 2026
2021
Q4 		$428K Sell
11,551
-35,854
-76% -$1.38M 0.01% 1112
2021
Q3 		$1.68M Sell
47,405
-42,876
-47% -$1.43M 0.04% 368
2021
Q2 		$2.95M Sell
90,281
-17,451
-16% -$532K 0.09% 184
2021
Q1 		$3.1M Sell
107,732
-1,188
-1% -$32.4K 0.08% 199
2020
Q4 		$2.56M Buy
108,920
+69,720
+178% +$1.46M 0.07% 235
2020
Q3 		$675K Buy
39,200
+17,715
+82% +$290K 0.03% 360
2020
Q2 		$319K Sell
21,485
-29,613
-58% -$397K 0.02% 605
2020
Q1 		$668K Buy
51,098
+48,427
+1,813% +$925K 0.04% 275
2019
Q4 		$55K Buy
+2,671
New +$50.5K ﹤0.01% 1302
2018
Q3 		– Sell
-1,676
Closed -$34K – 1876
2018
Q2 		$34K Buy
+1,676
New +$35.1K ﹤0.01% 1236
2017
Q4 		– Sell
-158
Closed -$4K – 1522
2017
Q3 		$4K Buy
+158
New +$3.54K ﹤0.01% 1522
2016
Q4 		– Sell
-3,045
Closed -$52K – 1667
2016
Q3 		$52K Sell
3,045
-3,906
-56% -$64.7K 0.01% 1025
2016
Q2 		$108K Sell
6,951
-15,450
-69% -$236K 0.02% 726
2016
Q1 		$324K Buy
+22,401
New +$315K 0.05% 393
2015
Q4 		– Sell
-21,504
Closed -$390K – 1568
2015
Q3 		$390K Buy
21,504
+5,058
+31% +$102K 0.06% 339
2015
Q2 		$357K Buy
16,446
+3,040
+23% +$64.9K 0.05% 398
2015
Q1 		$267K Buy
+13,406
New +$277K 0.04% 554
2014
Q3 		– Sell
-5,027
Closed -$118K – 1984
2014
Q2 		$118K Buy
5,027
+2,513
+100% +$58.3K 0.02% 1035
2014
Q1 		$63K Buy
2,514
+1,967
+360% +$48.5K 0.01% 1204
2013
Q4 		$14K Buy
+547
New +$13.8K ﹤0.01% 1414

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prelude Capital Management's JEF Position: Q1 2026 in Review

Prelude Capital Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 3,655 shares — an estimated $227K sold.

Prelude Capital Management first reported a position in JEF in Q4 2013 and held it in 22 quarters. The position peaked at $3.1M in Q1 2021. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Prelude Capital Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 3,655 Jefferies Financial Group shares in Q1 2026, an estimated $227K.
  • Prelude Capital Management first reported a position in Jefferies Financial Group in Q4 2013 and held it in 22 quarters.
  • Prelude Capital Management's Jefferies Financial Group position peaked at $3.1M in Q1 2021.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.