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Shelton Capital Management’s Jefferies Financial Group JEF Stock Holding History

Shelton Capital Management’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 		$225K Hold
5,447
– – ﹤0.01% 626
2025
Q4 		$338K Sell
5,447
-383
-7% -$22K 0.01% 459
2025
Q3 		$381K Hold
5,830
– – 0.01% 433
2025
Q2 		$319K Hold
5,830
– – 0.01% 467
2025
Q1 		$312K Sell
5,830
-297
-5% -$20.2K 0.01% 459
2024
Q4 		$480K Sell
6,127
-579
-9% -$41.7K 0.01% 359
2024
Q3 		$413K Sell
6,706
-202
-3% -$11.5K 0.01% 393
2024
Q2 		$344K Sell
6,908
-352
-5% -$15.8K 0.01% 433
2024
Q1 		$320K Hold
7,260
– – 0.01% 498
2023
Q4 		$293K Sell
7,260
-1,829
-20% -$64.7K 0.01% 516
2023
Q3 		$333K Hold
9,089
– – 0.01% 425
2023
Q2 		$301K Hold
9,089
– – 0.01% 491
2023
Q1 		$288K Sell
9,089
-871
-9% -$31.5K 0.01% 496
2022
Q4 		$326K Sell
9,960
-572
-5% -$19K 0.03% 398
2022
Q3 		$297K Sell
10,532
-424
-4% -$12.8K 0.01% 450
2022
Q2 		$289K Hold
10,956
– – 0.01% 489
2022
Q1 		$344K Hold
10,956
– – 0.01% 488
2021
Q4 		$406K Sell
10,956
-1,038
-9% -$40K 0.01% 435
2021
Q3 		$426K Hold
11,994
– – 0.02% 402
2021
Q2 		$392K Hold
11,994
– – 0.01% 446
2021
Q1 		$345K Sell
11,994
-623
-5% -$17K 0.01% 498
2020
Q4 		$297K Sell
12,617
-898
-7% -$18.8K 0.01% 496
2020
Q3 		$233K Sell
13,515
-1,561
-10% -$25.5K 0.01% 623
2020
Q2 		$224K Sell
15,076
-532
-3% -$7.13K 0.01% 554
2020
Q1 		$204K Sell
15,608
-1,125
-7% -$21.5K 0.01% 538
2019
Q4 		$342K Buy
+16,733
New +$317K 0.02% 473

Other funds holding JEF

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shelton Capital Management's JEF Position: Q1 2026 in Review

Shelton Capital Management held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 5,447 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Shelton Capital Management first reported a position in JEF in Q4 2019 and has held it in 26 quarters since. The position peaked at $480K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Shelton Capital Management held 5,447 shares of Jefferies Financial Group worth $225K as of Q1 2026.
  • Shelton Capital Management left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of Shelton Capital Management's portfolio in Q1 2026, its #626 holding.
  • Shelton Capital Management first reported a position in Jefferies Financial Group in Q4 2019 and has held it in 26 quarters since.
  • Shelton Capital Management's Jefferies Financial Group position peaked at $480K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

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