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SBI Securities’s Jefferies Financial Group JEF Stock Holding History

SBI Securities’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 		$7.35K Sell
147
-25
-15% -$1.29K ﹤0.01% 1993
2026
Q1 		$7.1K Buy
172
+145
+537% +$7.53K ﹤0.01% 1880
2025
Q4 		$1.67K Buy
27
+2
+8% +$115 ﹤0.01% 2458
2025
Q3 		$1.64K Buy
25
+6
+32% +$366 ﹤0.01% 2496
2025
Q2 		$1.04K Buy
19
+1
+6% +$50 ﹤0.01% 2665
2025
Q1 		$964 Hold
18
– – ﹤0.01% 2601
2024
Q4 		$1.41K Buy
+18
New +$1.29K ﹤0.01% 2448

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 $3.37T AUM 44.26% 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

SBI Securities's JEF Position: Q2 2026 in Review

SBI Securities reduced its Jefferies Financial Group (JEF) stake by 15% in Q2 2026, selling an estimated $1.29K and leaving 147 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

SBI Securities first reported a position in JEF in Q4 2024 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • SBI Securities held 147 shares of Jefferies Financial Group worth $7.35K as of Q2 2026.
  • SBI Securities sold 25 Jefferies Financial Group shares in Q2 2026, an estimated $1.29K.
  • Jefferies Financial Group made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1993 holding.
  • SBI Securities first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.