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Rossby Financial’s Jefferies Financial Group JEF Stock Holding History

Rossby 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
Q1 		$6.2K Buy
150
+74
+97% +$3.84K ﹤0.01% 1432
2025
Q4 		$4.71K Buy
76
+58
+322% +$3.33K ﹤0.01% 1122
2025
Q3 		$1.14K Buy
+18
New +$1.1K ﹤0.01% 1258

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

Rossby Financial's JEF Position: Q1 2026 in Review

Rossby Financial increased its Jefferies Financial Group (JEF) stake by 97% in Q1 2026, buying an estimated $3.84K and bringing the position to 150 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Rossby Financial first reported a position in JEF in Q3 2025 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Rossby Financial held 150 shares of Jefferies Financial Group worth $6.2K as of Q1 2026.
  • Rossby Financial bought 74 Jefferies Financial Group shares in Q1 2026, an estimated $3.84K.
  • Jefferies Financial Group made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1432 holding.
  • Rossby Financial first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.