Raymond James Financial
JEF icon

Raymond James Financial’s Jefferies Financial Group JEF Stock Holding History

Raymond James Financial’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 		$2.41M Sell
48,207
-50,759
-51% -$2.62M ﹤0.01% 3354
2026
Q1 		$4.08M Buy
98,966
+26,328
+36% +$1.37M ﹤0.01% 2754
2025
Q4 		$4.5M Sell
72,638
-194,757
-73% -$11.2M ﹤0.01% 2597
2025
Q3 		$17.5M Sell
267,395
-26,224
-9% -$1.6M 0.01% 1501
2025
Q2 		$16.1M Buy
293,619
+8,547
+3% +$423K 0.01% 1526
2025
Q1 		$15.3M Sell
285,072
-162,918
-36% -$11.1M 0.01% 1507
2024
Q4 		$35.1M Buy
+447,990
New +$32.2M 0.01% 931

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 $3.38T AUM 44.17% 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

Raymond James Financial's JEF Position: Q2 2026 in Review

Raymond James Financial reduced its Jefferies Financial Group (JEF) stake by 51% in Q2 2026, selling an estimated $2.62M and leaving 48,207 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

Raymond James Financial first reported a position in JEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.1M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Raymond James Financial held 48,207 shares of Jefferies Financial Group worth $2.41M as of Q2 2026.
  • Raymond James Financial sold 50,759 Jefferies Financial Group shares in Q2 2026, an estimated $2.62M.
  • Jefferies Financial Group made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3354 holding.
  • Raymond James Financial first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Jefferies Financial Group position peaked at $35.1M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.