Searle & Co’s Jefferies Financial Group JEF Stock Holding History

Searle & Co’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	$300K	Hold	6,000	–	–	0.07%	163
2026 Q1	$248K	Hold	6,000	–	–	0.06%	173
2025 Q4	$372K	Hold	6,000	–	–	0.1%	133
2025 Q3	$393K	Hold	6,000	–	–	0.1%	135
2025 Q2	$328K	Hold	6,000	–	–	0.09%	140
2025 Q1	$321K	Hold	6,000	–	–	0.09%	136
2024 Q4	$470K	Hold	6,000	–	–	0.14%	113
2024 Q3	$369K	Hold	6,000	–	–	0.09%	121
2024 Q2	$299K	Hold	6,000	–	–	0.07%	143
2024 Q1	$265K	Hold	6,000	–	–	0.07%	140
2023 Q4	$242K	Hold	6,000	–	–	0.07%	148
2023 Q3	$220K	Hold	6,000	–	–	0.07%	132
2023 Q2	$221K	Buy	+6,000	New	+$187K	0.07%	138
2023 Q1	–	Sell	-6,276	Closed	-$206K	–	152
2022 Q4	$206K	Buy	+6,276	New	+$209K	0.07%	140
2022 Q1	–	Sell	-6,276	Closed	-$233K	–	157
2021 Q4	$233K	Hold	6,276	–	–	0.08%	149
2021 Q3	$223K	Hold	6,276	–	–	0.09%	140
2021 Q2	$205K	Buy	+6,276	New	+$191K	0.08%	138
2015 Q3	–	Sell	-6,703	Closed	-$145K	–	178
2015 Q2	$145K	Hold	6,703	–	–	0.12%	115
2015 Q1	$133K	Hold	6,703	–	–	0.11%	116
2014 Q4	$134K	Buy	+6,703	New	+$138K	0.11%	128

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Searle & Co's JEF Position: Q2 2026 in Review

Searle & Co held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 6,000 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #163.

Searle & Co first reported a position in JEF in Q4 2014 and has held it in 20 quarters since. The position peaked at $470K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Searle & Co held 6,000 shares of Jefferies Financial Group worth $300K as of Q2 2026.
Searle & Co left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up 0.07% of Searle & Co's portfolio in Q2 2026, its #163 holding.
Searle & Co first reported a position in Jefferies Financial Group in Q4 2014 and has held it in 20 quarters since.
Searle & Co's Jefferies Financial Group position peaked at $470K in Q4 2024.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.