Rockefeller Capital Management
JEF icon

Rockefeller Capital Management’s Jefferies Financial Group JEF Stock Holding History

Rockefeller Capital Management’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 		$293K Buy
5,853
+1,116
+24% +$57.5K ﹤0.01% 2389
2026
Q1 		$196K Buy
4,737
+480
+11% +$24.9K ﹤0.01% 2512
2025
Q4 		$264K Buy
4,257
+1,541
+57% +$88.3K ﹤0.01% 2220
2025
Q3 		$178K Buy
+2,716
New +$166K ﹤0.01% 2287
2025
Q1 		– Sell
-38,338
Closed -$3.01M – 1704
2024
Q4 		$3.01M Sell
38,338
-217
-0.6% -$15.6K 0.01% 871
2024
Q3 		$2.37M Buy
38,555
+12,441
+48% +$706K 0.01% 939
2024
Q2 		$1.3M Buy
+26,114
New +$1.17M ﹤0.01% 1121
2023
Q1 		– Sell
-333
Closed -$10K – 2960
2022
Q4 		$10K Buy
333
+1
+0.3% +$33 ﹤0.01% 3076
2022
Q3 		$9K Sell
332
-44
-12% -$1.33K ﹤0.01% 3138
2022
Q2 		$9K Buy
376
+4
+1% +$118 ﹤0.01% 3173
2022
Q1 		$11K Buy
372
+31
+9% +$1.05K ﹤0.01% 2996
2021
Q4 		$12K Sell
341
-58
-15% -$2.23K ﹤0.01% 2890
2021
Q3 		$14K Buy
399
+58
+17% +$1.94K ﹤0.01% 2735
2021
Q2 		$11K Sell
341
-431
-56% -$13.1K ﹤0.01% 2741
2021
Q1 		$22K Sell
772
-99
-11% -$2.7K ﹤0.01% 2238
2020
Q4 		$20K Buy
871
+100
+13% +$2.1K ﹤0.01% 2012
2020
Q3 		$13K Buy
771
+51
+7% +$835 ﹤0.01% 1937
2020
Q2 		$11K Buy
720
+41
+6% +$549 ﹤0.01% 1862
2020
Q1 		$9K Buy
679
+339
+100% +$6.47K ﹤0.01% 1773
2019
Q4 		$7K Buy
340
+1
+0.3% +$19 ﹤0.01% 1704
2019
Q3 		$6K Buy
339
+262
+340% +$4.66K ﹤0.01% 1579
2019
Q2 		$1K Sell
77
-359
-82% -$6.16K ﹤0.01% 1597
2019
Q1 		$8K Buy
436
+268
+160% +$4.73K ﹤0.01% 1531
2018
Q4 		$3K Hold
168
– – ﹤0.01% 841
2018
Q3 		$3K Hold
168
– – ﹤0.01% 706
2018
Q2 		$3K Buy
+168
New +$3.52K ﹤0.01% 728

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

Rockefeller Capital Management's JEF Position: Q2 2026 in Review

Rockefeller Capital Management increased its Jefferies Financial Group (JEF) stake by 24% in Q2 2026, buying an estimated $57.5K and bringing the position to 5,853 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Rockefeller Capital Management first reported a position in JEF in Q2 2018 and has held it in 26 quarters since. The position peaked at $3.01M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Rockefeller Capital Management held 5,853 shares of Jefferies Financial Group worth $293K as of Q2 2026.
  • Rockefeller Capital Management bought 1,116 Jefferies Financial Group shares in Q2 2026, an estimated $57.5K.
  • Jefferies Financial Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2389 holding.
  • Rockefeller Capital Management first reported a position in Jefferies Financial Group in Q2 2018 and has held it in 26 quarters since.
  • Rockefeller Capital Management's Jefferies Financial Group position peaked at $3.01M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.