Segall Bryant & Hamill’s Jefferies Financial Group JEF Stock Holding History

Segall Bryant & Hamill’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	$1.24M	Sell	24,864 -4,200	-14%	-$217K	0.01%	522
2026 Q1	$1.2M	Sell	29,064 -4,000	-12%	-$208K	0.02%	487
2025 Q4	$2.05M	Sell	33,064 -8,000	-19%	-$459K	0.03%	432
2025 Q3	$2.69M	Sell	41,064 -5,000	-11%	-$305K	0.04%	383
2025 Q2	$2.52M	Sell	46,064 -6,000	-12%	-$297K	0.04%	399
2025 Q1	$2.79M	Hold	52,064	–	–	0.04%	387
2024 Q4	$4.08M	Sell	52,064 -2,000	-4%	-$144K	0.06%	363
2024 Q3	$3.33M	Buy	+54,064	New	+$3.07M	0.05%	384

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

Segall Bryant & Hamill's JEF Position: Q2 2026 in Review

Segall Bryant & Hamill reduced its Jefferies Financial Group (JEF) stake by 14% in Q2 2026, selling an estimated $217K and leaving 24,864 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #522.

Segall Bryant & Hamill first reported a position in JEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.08M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Segall Bryant & Hamill held 24,864 shares of Jefferies Financial Group worth $1.24M as of Q2 2026.
Segall Bryant & Hamill sold 4,200 Jefferies Financial Group shares in Q2 2026, an estimated $217K.
Jefferies Financial Group made up 0.01% of Segall Bryant & Hamill's portfolio in Q2 2026, its #522 holding.
Segall Bryant & Hamill first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 8 quarters since.
Segall Bryant & Hamill's Jefferies Financial Group position peaked at $4.08M in Q4 2024.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.