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Sanders Morris Harris’s Jefferies Financial Group JEF Stock Holding History

Sanders Morris Harris’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 		$210K Buy
+4,200
New +$217K 0.12% 63
2025
Q4 		– Sell
-4,200
Closed -$275K – 162
2025
Q3 		$275K Hold
4,200
– – 0.04% 240
2025
Q2 		$230K Hold
4,200
– – 0.05% 129
2025
Q1 		$225K Hold
4,200
– – 0.03% 241
2024
Q4 		$331K Hold
4,200
– – 0.05% 209
2024
Q3 		$259K Hold
4,200
– – 0.04% 233
2024
Q2 		$209K Buy
+4,200
New +$189K 0.03% 251
2020
Q4 		– Sell
-58,017
Closed -$998K – 297
2020
Q3 		$998K Sell
58,017
-26,813
-32% -$439K 0.27% 74
2020
Q2 		$1.26M Sell
84,830
-2,093
-2% -$28K 0.61% 28
2020
Q1 		$1K Sell
86,923
-21,181
-20% -$404K ﹤0.01% 141
2019
Q4 		$1.94M Buy
108,104
+10,721
+11% +$203K 0.44% 59
2019
Q3 		$1.71M Sell
97,383
-12,878
-12% -$229K 0.41% 62
2019
Q2 		$1.9M Sell
110,261
-5,194
-4% -$89.1K 0.49% 49
2019
Q1 		$1.94M Sell
115,455
-5,307
-4% -$93.7K 0.94% 23
2018
Q4 		$1.88M Sell
120,762
-58,369
-33% -$1.07M 1.03% 22
2018
Q3 		$3.52M Sell
179,131
-1,118
-0.6% -$23.3K 1.65% 15
2018
Q2 		$3.67M Sell
180,249
-12,902
-7% -$270K 1.7% 17
2018
Q1 		$3.93M Buy
193,151
+18,991
+11% +$430K 1.65% 15
2017
Q4 		$4.13M Buy
+174,160
New +$4.02M 1.74% 14

Other funds holding JEF

Assenagon Asset Management
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
GI
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
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Sanders Morris Harris's JEF Position: Q2 2026 in Review

Sanders Morris Harris opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,200 shares worth $210K. The stake represents 0.12% of the portfolio and ranks #63 among its holdings. This is a return to the name: Sanders Morris Harris previously reported a position in JEF as recently as Q3 2025.

Sanders Morris Harris first reported a position in JEF in Q4 2017 and has held it in 19 quarters since. The position peaked at $4.13M in Q4 2017. 87 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Sanders Morris Harris held 4,200 shares of Jefferies Financial Group worth $210K as of Q2 2026.
  • Jefferies Financial Group was a new Sanders Morris Harris position in Q2 2026.
  • Jefferies Financial Group made up 0.12% of Sanders Morris Harris's portfolio in Q2 2026, its #63 holding.
  • Sanders Morris Harris first reported a position in Jefferies Financial Group in Q4 2017 and has held it in 19 quarters since.
  • Sanders Morris Harris's Jefferies Financial Group position peaked at $4.13M in Q4 2017.
  • 87 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.