Private Capital Management (Florida)’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-514,469
| Closed | -$21.2M | – | 209 |
|
|
2026
Q1 | $21.2M | Buy |
514,469
+95,040
| +23% | +$4.93M | 2.11% | 17 |
|
|
2025
Q4 | $26M | Buy |
419,429
+790
| +0.2% | +$45.3K | 2.38% | 18 |
|
|
2025
Q3 | $27.4M | Sell |
418,639
-3,030
| -0.7% | -$185K | 2.45% | 17 |
|
|
2025
Q2 | $23.1M | Buy |
421,669
+23,210
| +6% | +$1.15M | 2.23% | 17 |
|
|
2025
Q1 | $21.3M | Sell |
398,459
-117,561
| -23% | -$7.98M | 2.33% | 16 |
|
|
2024
Q4 | $40.5M | Sell |
516,020
-66,005
| -11% | -$4.75M | 4.24% | 9 |
|
|
2024
Q3 | $35.8M | Sell |
582,025
-189,100
| -25% | -$10.7M | 3.84% | 7 |
|
|
2024
Q2 | $38.4M | Sell |
771,125
-41,300
| -5% | -$1.85M | 4.46% | 7 |
|
|
2024
Q1 | $35.8M | Sell |
812,425
-132,500
| -14% | -$5.52M | 4.01% | 7 |
|
|
2023
Q4 | $38.2M | Buy |
944,925
+3,995
| +0.4% | +$141K | 4.25% | 8 |
|
|
2023
Q3 | $34.5M | Sell |
940,930
-11,630
| -1% | -$417K | 4.07% | 6 |
|
|
2023
Q2 | $31.6M | Buy |
952,560
+13,400
| +1% | +$418K | 3.76% | 8 |
|
|
2023
Q1 | $29.8M | Buy |
939,160
+20,898
| +2% | +$755K | 3.47% | 9 |
|
|
2022
Q4 | $30.1M | Buy |
918,262
+22,070
| +2% | +$733K | 4.08% | 7 |
|
|
2022
Q3 | $25.3M | Sell |
896,192
-10,498
| -1% | -$318K | 3.65% | 7 |
|
|
2022
Q2 | $23.9M | Buy |
906,690
+37,238
| +4% | +$1.1M | 3.65% | 10 |
|
|
2022
Q1 | $27.3M | Buy |
869,452
+44,048
| +5% | +$1.5M | 3.98% | 9 |
|
|
2021
Q4 | $30.6M | Buy |
825,404
+3,640
| +0.4% | +$140K | 4.53% | 4 |
|
|
2021
Q3 | $29.2M | Sell |
821,764
-9,654
| -1% | -$323K | 4.29% | 5 |
|
|
2021
Q2 | $27.2M | Sell |
831,418
-6,993
| -0.8% | -$213K | 4.09% | 7 |
|
|
2021
Q1 | $24.1M | Sell |
838,411
-48,696
| -5% | -$1.33M | 4.11% | 7 |
|
|
2020
Q4 | $20.9M | Sell |
887,107
-47,689
| -5% | -$1M | 3.88% | 9 |
|
|
2020
Q3 | $16.1M | Sell |
934,796
-75,630
| -7% | -$1.24M | 3.68% | 8 |
|
|
2020
Q2 | $15M | Sell |
1,010,426
-37,080
| -4% | -$497K | 3.72% | 8 |
|
|
2020
Q1 | $13.7M | Sell |
1,047,506
-134,934
| -11% | -$2.58M | 4.3% | 8 |
|
|
2019
Q4 | $24.2M | Sell |
1,182,440
-52,509
| -4% | -$993K | 4.19% | 9 |
|
|
2019
Q3 | $21.7M | Sell |
1,234,949
-127,616
| -9% | -$2.27M | 3.78% | 12 |
|
|
2019
Q2 | $23.5M | Buy |
1,362,565
+37,066
| +3% | +$636K | 3.48% | 11 |
|
|
2019
Q1 | $22.3M | Buy |
1,325,499
+42,669
| +3% | +$753K | 3.37% | 13 |
|
|
2018
Q4 | $19.9M | Buy |
1,282,830
+94,363
| +8% | +$1.73M | 3.33% | 13 |
|
|
2018
Q3 | $23.4M | Buy |
+1,188,467
| New | +$24.8M | 3.46% | 13 |
|
Other funds holding JEF
SMFG
MMLI
Private Capital Management (Florida)'s JEF Position: Q2 2026 in Review
Private Capital Management (Florida) sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 514,469 shares — an estimated $21.2M sold.
Private Capital Management (Florida) first reported a position in JEF in Q3 2018 and held it in 31 quarters. The position peaked at $40.5M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- Private Capital Management (Florida) reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
- Private Capital Management (Florida) sold 514,469 Jefferies Financial Group shares in Q2 2026, an estimated $21.2M.
- Private Capital Management (Florida) first reported a position in Jefferies Financial Group in Q3 2018 and held it in 31 quarters.
- Private Capital Management (Florida)'s Jefferies Financial Group position peaked at $40.5M in Q4 2024.
- 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.