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 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 $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shay Capital's JEF Position: Q1 2026 in Review

Shay Capital increased its Jefferies Financial Group (JEF) stake by 11% in Q1 2026, buying an estimated $51.9K and bringing the position to 10,000 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #296.

Shay Capital first reported a position in JEF in Q4 2020 and has held it in 8 quarters since. The position peaked at $4.62M in Q3 2021. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Shay Capital held 10,000 shares of Jefferies Financial Group worth $413K as of Q1 2026.
Shay Capital bought 1,000 Jefferies Financial Group shares in Q1 2026, an estimated $51.9K.
Jefferies Financial Group made up 0.03% of Shay Capital's portfolio in Q1 2026, its #296 holding.
Shay Capital first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 8 quarters since.
Shay Capital's Jefferies Financial Group position peaked at $4.62M in Q3 2021.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Shay Capital's 13F filing for Q1 2026, filed 15 May 2026.