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R Squared’s Jefferies Financial Group JEF Stock Holding History

R Squared’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 		$281K Buy
6,799
+1,372
+25% +$71.2K 0.15% 222
2025
Q4 		$336K Buy
5,427
+2,172
+67% +$125K 0.16% 200
2025
Q3 		$213K Buy
+3,255
New +$199K 0.09% 364
2025
Q2 		– Sell
-3,920
Closed -$210K – 518
2025
Q1 		$210K Buy
+3,920
New +$266K 0.22% 192

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

R Squared's JEF Position: Q1 2026 in Review

R Squared increased its Jefferies Financial Group (JEF) stake by 25% in Q1 2026, buying an estimated $71.2K and bringing the position to 6,799 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #222.

R Squared first reported a position in JEF in Q1 2025 and has held it in 4 quarters since. The position peaked at $336K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • R Squared held 6,799 shares of Jefferies Financial Group worth $281K as of Q1 2026.
  • R Squared bought 1,372 Jefferies Financial Group shares in Q1 2026, an estimated $71.2K.
  • Jefferies Financial Group made up 0.15% of R Squared's portfolio in Q1 2026, its #222 holding.
  • R Squared first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 4 quarters since.
  • R Squared's Jefferies Financial Group position peaked at $336K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.