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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
Q2 		– Sell
-6,799
Closed -$281K – 620
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 $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

R Squared's JEF Position: Q2 2026 in Review

R Squared sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 6,799 shares — an estimated $281K sold.

R Squared first reported a position in JEF in Q1 2025 and held it in 4 quarters. The position peaked at $336K in Q4 2025. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • R Squared reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • R Squared sold 6,799 Jefferies Financial Group shares in Q2 2026, an estimated $281K.
  • R Squared first reported a position in Jefferies Financial Group in Q1 2025 and held it in 4 quarters.
  • R Squared's Jefferies Financial Group position peaked at $336K in Q4 2025.
  • 589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.