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Private Capital Management (Florida)’s Jefferies Financial Group JEF Stock Holding History

Private Capital Management (Florida)’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 		$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

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

Private Capital Management (Florida)'s JEF Position: Q1 2026 in Review

Private Capital Management (Florida) increased its Jefferies Financial Group (JEF) stake by 23% in Q1 2026, buying an estimated $4.93M and bringing the position to 514,469 shares worth $21.2M. The position accounts for 2.11% of the portfolio, ranked #17.

Private Capital Management (Florida) first reported a position in JEF in Q3 2018 and has held it in 31 quarters since. The position peaked at $40.5M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Private Capital Management (Florida) held 514,469 shares of Jefferies Financial Group worth $21.2M as of Q1 2026.
  • Private Capital Management (Florida) bought 95,040 Jefferies Financial Group shares in Q1 2026, an estimated $4.93M.
  • Jefferies Financial Group made up 2.11% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #17 holding.
  • Private Capital Management (Florida) first reported a position in Jefferies Financial Group in Q3 2018 and has held it in 31 quarters since.
  • Private Capital Management (Florida)'s Jefferies Financial Group position peaked at $40.5M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.