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Rothschild Investment LLC’s Jefferies Financial Group JEF Stock Holding History

Rothschild Investment LLC’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 		$1.63M Buy
32,666
+21,163
+184% +$1.09M 0.06% 287
2026
Q1 		$475K Buy
11,503
+9,208
+401% +$478K 0.02% 417
2025
Q4 		$142K Buy
2,295
+1,554
+210% +$89.1K 0.01% 724
2025
Q3 		$48.5K Buy
741
+191
+35% +$11.6K ﹤0.01% 995
2025
Q2 		$30.1K Buy
550
+24
+5% +$1.19K ﹤0.01% 914
2025
Q1 		$28.2K Buy
526
+10
+2% +$679 ﹤0.01% 912
2024
Q4 		$40.5K Hold
516
– – ﹤0.01% 827
2024
Q3 		$31.8K Buy
516
+11
+2% +$624 ﹤0.01% 895
2024
Q2 		$25.1K Hold
505
– – ﹤0.01% 920
2024
Q1 		$22.3K Hold
505
– – ﹤0.01% 896
2023
Q4 		$20.4K Buy
+505
New +$17.9K ﹤0.01% 860

Other funds holding JEF

CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rothschild Investment LLC's JEF Position: Q2 2026 in Review

Rothschild Investment LLC increased its Jefferies Financial Group (JEF) stake by 184% in Q2 2026, buying an estimated $1.09M and bringing the position to 32,666 shares worth $1.63M. The position accounts for 0.06% of the portfolio, ranked #287.

Rothschild Investment LLC first reported a position in JEF in Q4 2023 and has held it in 11 quarters since. 255 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Rothschild Investment LLC held 32,666 shares of Jefferies Financial Group worth $1.63M as of Q2 2026.
  • Rothschild Investment LLC bought 21,163 Jefferies Financial Group shares in Q2 2026, an estimated $1.09M.
  • Jefferies Financial Group made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #287 holding.
  • Rothschild Investment LLC first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 255 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.