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Proficio Capital Partners’s Jefferies Financial Group JEF Stock Holding History

Proficio Capital Partners’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 		$223K Buy
+4,453
New +$230K 0.01% 620
2019
Q3 		– Sell
-233
Closed -$4K – 844
2019
Q2 		$4K Buy
233
+196
+530% +$3.36K ﹤0.01% 1294
2019
Q1 		$1K Sell
37
-223
-86% -$3.94K ﹤0.01% 1533
2018
Q4 		$4K Buy
260
+76
+41% +$1.39K ﹤0.01% 902
2018
Q3 		$4K Sell
184
-4
-2% -$83 ﹤0.01% 992
2018
Q2 		$4K Buy
188
+53
+39% +$1.11K ﹤0.01% 1023
2018
Q1 		$3K Buy
135
+4
+3% +$91 ﹤0.01% 1082
2017
Q4 		$3K Buy
131
+46
+54% +$1.06K ﹤0.01% 1067
2017
Q3 		$2K Sell
85
-17
-17% -$381 ﹤0.01% 1100
2017
Q2 		$2K Sell
102
-2
-2% -$46 ﹤0.01% 1095
2017
Q1 		$2K Sell
104
-18
-15% -$402 ﹤0.01% 1142
2016
Q4 		$3K Hold
122
– – ﹤0.01% 845
2016
Q3 		$2K Buy
122
+38
+45% +$630 ﹤0.01% 863
2016
Q2 		$1K Sell
84
-220
-72% -$3.36K ﹤0.01% 908
2016
Q1 		$4K Buy
304
+154
+103% +$2.17K ﹤0.01% 577
2015
Q4 		$2K Buy
+150
New +$2.51K ﹤0.01% 657

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

Proficio Capital Partners's JEF Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,453 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in JEF as recently as Q2 2019.

Proficio Capital Partners first reported a position in JEF in Q4 2015 and has held it in 16 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Proficio Capital Partners held 4,453 shares of Jefferies Financial Group worth $223K as of Q2 2026.
  • Jefferies Financial Group was a new Proficio Capital Partners position in Q2 2026.
  • Jefferies Financial Group made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #620 holding.
  • Proficio Capital Partners first reported a position in Jefferies Financial Group in Q4 2015 and has held it in 16 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.