Shay Capital’s Jefferies Financial Group JEF Stock Holding History

Shay Capital’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	–	Sell	-10,000	Closed	-$413K	–	577
2026 Q1	$413K	Buy	10,000 +1,000	+11%	+$51.9K	0.03%	296
2025 Q4	$558K	Buy	9,000 +2,000	+29%	+$115K	0.06%	260
2025 Q3	$458K	Buy	+7,000	New	+$427K	0.04%	265
2024 Q2	–	Sell	-15,000	Closed	-$662K	–	348
2024 Q1	$662K	Buy	+15,000	New	+$625K	0.1%	151
2023 Q3	–	Sell	-50,000	Closed	-$1.66M	–	420
2023 Q2	$1.66M	Buy	+50,000	New	+$1.56M	0.23%	65
2021 Q4	–	Sell	-130,091	Closed	-$4.62M	–	562
2021 Q3	$4.62M	Buy	+130,091	New	+$4.35M	0.6%	31
2021 Q2	–	Sell	-52,300	Closed	-$1.5M	–	591
2021 Q1	$1.5M	Sell	52,300 -89,496	-63%	-$2.44M	0.15%	127
2020 Q4	$3.33M	Buy	+141,796	New	+$2.98M	0.73%	23

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

Shay Capital's JEF Position: Q2 2026 in Review

Shay Capital sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 10,000 shares — an estimated $413K sold.

Shay Capital first reported a position in JEF in Q4 2020 and held it in 8 quarters. The position peaked at $4.62M in Q3 2021. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Shay Capital reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
Shay Capital sold 10,000 Jefferies Financial Group shares in Q2 2026, an estimated $413K.
Shay Capital first reported a position in Jefferies Financial Group in Q4 2020 and held it in 8 quarters.
Shay Capital's Jefferies Financial Group position peaked at $4.62M in Q3 2021.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Shay Capital's 13F filing for Q2 2026, filed 14 Aug 2026.