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

Sage 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	$229K	Buy	+4,571	New	+$236K	0.09%	138
2026 Q1	–	Sell	-4,500	Closed	-$279K	–	168
2025 Q4	$279K	Buy	4,500 +31	+0.7%	+$1.78K	0.13%	122
2025 Q3	$292K	Buy	4,469 +27	+0.6%	+$1.65K	0.13%	123
2025 Q2	$243K	Buy	4,442 +35	+0.8%	+$1.73K	0.12%	131
2025 Q1	$236K	Buy	4,407 +28	+0.6%	+$1.9K	0.13%	126
2024 Q4	$343K	Sell	4,379 -2,181	-33%	-$157K	0.17%	113
2024 Q3	$404K	Buy	6,560 +38	+0.6%	+$2.16K	0.19%	104
2024 Q2	$325K	Sell	6,522 -4,456	-41%	-$200K	0.17%	112
2024 Q1	$484K	Buy	10,978 +77	+0.7%	+$3.21K	0.26%	86
2023 Q4	$441K	Buy	+10,901	New	+$386K	0.26%	85

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

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

Sage Capital Management opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,571 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #138 among its holdings. This is a return to the name: Sage Capital Management previously reported a position in JEF as recently as Q4 2025.

Sage Capital Management first reported a position in JEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $484K in Q1 2024. 138 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Sage Capital Management held 4,571 shares of Jefferies Financial Group worth $229K as of Q2 2026.
Jefferies Financial Group was a new Sage Capital Management position in Q2 2026.
Jefferies Financial Group made up 0.09% of Sage Capital Management's portfolio in Q2 2026, its #138 holding.
Sage Capital Management first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 10 quarters since.
Sage Capital Management's Jefferies Financial Group position peaked at $484K in Q1 2024.
138 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.