Ray Dalio’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
Q1 | $1.48M | Buy |
35,848
+12,000
| +50% | +$623K | 0.01% | 716 |
|
|
2025
Q4 | $1.48M | Buy |
+23,848
| New | +$1.37M | 0.01% | 825 |
|
|
2025
Q2 | – | Sell |
-120,103
| Closed | -$6.43M | – | 662 |
|
|
2025
Q1 | $6.43M | Buy |
+120,103
| New | +$8.15M | 0.03% | 324 |
|
|
2024
Q4 | – | Sell |
-29,488
| Closed | -$1.81M | – | 763 |
|
|
2024
Q3 | $1.81M | Buy |
29,488
+2,762
| +10% | +$157K | 0.01% | 522 |
|
|
2024
Q2 | $1.33M | Sell |
26,726
-76,148
| -74% | -$3.42M | 0.01% | 612 |
|
|
2024
Q1 | $4.54M | Buy |
102,874
+71,181
| +225% | +$2.96M | 0.02% | 389 |
|
|
2023
Q4 | $1.28M | Buy |
31,693
+19,997
| +171% | +$707K | 0.01% | 602 |
|
|
2023
Q3 | $428K | Buy |
11,696
+2,237
| +24% | +$80.1K | ﹤0.01% | 703 |
|
|
2023
Q2 | $314K | Buy |
9,459
+2,608
| +38% | +$81.4K | ﹤0.01% | 677 |
|
|
2023
Q1 | $217K | Sell |
6,851
-150,687
| -96% | -$5.44M | ﹤0.01% | 696 |
|
|
2022
Q4 | $5.16M | Sell |
157,538
-54,927
| -26% | -$1.83M | 0.03% | 351 |
|
|
2022
Q3 | $5.99M | Sell |
212,465
-6,154
| -3% | -$186K | 0.03% | 344 |
|
|
2022
Q2 | $5.77M | Buy |
218,619
+191,135
| +695% | +$5.65M | 0.02% | 454 |
|
|
2022
Q1 | $863K | Sell |
27,484
-17,484
| -39% | -$594K | ﹤0.01% | 820 |
|
|
2021
Q4 | $1.67M | Sell |
44,968
-55,286
| -55% | -$2.13M | 0.01% | 486 |
|
|
2021
Q3 | $3.56M | Buy |
100,254
+24,811
| +33% | +$830K | 0.02% | 344 |
|
|
2021
Q2 | $2.47M | Sell |
75,443
-2,777
| -4% | -$84.7K | 0.02% | 452 |
|
|
2021
Q1 | $2.25M | Buy |
78,220
+33,351
| +74% | +$909K | 0.02% | 271 |
|
|
2020
Q4 | $1.05M | Buy |
+44,869
| New | +$942K | 0.01% | 379 |
|
|
2020
Q1 | – | Sell |
-64,856
| Closed | -$1.32M | – | 506 |
|
|
2019
Q4 | $1.32M | Buy |
64,856
+31,207
| +93% | +$590K | 0.01% | 279 |
|
|
2019
Q3 | $592K | Buy |
+33,649
| New | +$599K | 0.01% | 251 |
|
|
2019
Q1 | – | Sell |
-88,263
| Closed | -$1.37M | – | 412 |
|
|
2018
Q4 | $1.37M | Buy |
88,263
+54,080
| +158% | +$990K | 0.01% | 296 |
|
|
2018
Q3 | $672K | Buy |
+34,183
| New | +$713K | 0.01% | 258 |
|
|
2018
Q2 | – | Sell |
-76,442
| Closed | -$1.55M | – | 496 |
|
|
2018
Q1 | $1.55M | Buy |
+76,442
| New | +$1.73M | 0.01% | 207 |
|
|
2015
Q4 | – | Sell |
-29,157
| Closed | -$529K | – | 349 |
|
|
2015
Q3 | $529K | Buy |
+29,157
| New | +$586K | 0.01% | 319 |
|
|
2013
Q3 | – | Sell |
-65,352
| Closed | -$1.53M | – | 356 |
|
|
2013
Q2 | $1.53M | Buy |
+65,352
| New | +$1.72M | 0.01% | 168 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Ray Dalio's JEF Position: Q1 2026 in Review
Ray Dalio increased its Jefferies Financial Group (JEF) stake by 50% in Q1 2026, buying an estimated $623K and bringing the position to 35,848 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #716.
Ray Dalio first reported a position in JEF in Q2 2013 and has held it in 26 quarters since. The position peaked at $6.43M in Q1 2025. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Ray Dalio held 35,848 shares of Jefferies Financial Group worth $1.48M as of Q1 2026.
- Ray Dalio bought 12,000 Jefferies Financial Group shares in Q1 2026, an estimated $623K.
- Jefferies Financial Group made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #716 holding.
- Ray Dalio first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 26 quarters since.
- Ray Dalio's Jefferies Financial Group position peaked at $6.43M in Q1 2025.
- 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.