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Silvercrest Asset Management’s Jefferies Financial Group JEF Stock Holding History

Silvercrest Asset 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
Q2 		$605K Sell
12,106
-900
-7% -$46.4K ﹤0.01% 678
2026
Q1 		$537K Sell
13,006
-4
-0% -$208 ﹤0.01% 679
2025
Q4 		$806K Sell
13,010
-16
-0.1% -$917 0.01% 638
2025
Q3 		$852K Buy
13,026
+151
+1% +$9.21K 0.01% 631
2025
Q2 		$704K Sell
12,875
-100
-0.8% -$4.95K ﹤0.01% 670
2025
Q1 		$695K Buy
12,975
+375
+3% +$25.5K 0.01% 649
2024
Q4 		$988K Sell
12,600
-1,745
-12% -$126K 0.01% 615
2024
Q3 		$883K Hold
14,345
– – 0.01% 581
2024
Q2 		$714K Hold
14,345
– – ﹤0.01% 666
2024
Q1 		$633K Sell
14,345
-150
-1% -$6.25K ﹤0.01% 674
2023
Q4 		$586K Hold
14,495
– – ﹤0.01% 646
2023
Q3 		$531K Sell
14,495
-830
-5% -$29.7K ﹤0.01% 672
2023
Q2 		$508K Buy
15,325
+630
+4% +$19.7K ﹤0.01% 675
2023
Q1 		$466K Sell
14,695
-1,037
-7% -$37.5K ﹤0.01% 656
2022
Q4 		$516K Hold
15,732
– – ﹤0.01% 638
2022
Q3 		$444K Hold
15,732
– – ﹤0.01% 651
2022
Q2 		$415K Sell
15,732
-167
-1% -$4.94K ﹤0.01% 670
2022
Q1 		$499K Hold
15,899
– – ﹤0.01% 686
2021
Q4 		$590K Hold
15,899
– – ﹤0.01% 649
2021
Q3 		$564K Sell
15,899
-785
-5% -$26.3K ﹤0.01% 658
2021
Q2 		$545K Sell
16,684
-727
-4% -$22.2K ﹤0.01% 652
2021
Q1 		$501K Sell
17,411
-1,417
-8% -$38.6K ﹤0.01% 668
2020
Q4 		$443K Sell
18,828
-314
-2% -$6.59K ﹤0.01% 649
2020
Q3 		$329K Sell
19,142
-1,255
-6% -$20.5K ﹤0.01% 658
2020
Q2 		$303K Buy
20,397
+3,347
+20% +$44.8K ﹤0.01% 655
2020
Q1 		$223K Sell
17,050
-12,029
-41% -$230K ﹤0.01% 653
2019
Q4 		$594K Buy
29,079
+4,916
+20% +$93K ﹤0.01% 581
2019
Q3 		$425K Buy
+24,163
New +$430K ﹤0.01% 601

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Silvercrest Asset Management's JEF Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Jefferies Financial Group (JEF) stake by 6.9% in Q2 2026, selling an estimated $46.4K and leaving 12,106 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Silvercrest Asset Management first reported a position in JEF in Q3 2019 and has held it in 28 quarters since. The position peaked at $988K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Silvercrest Asset Management held 12,106 shares of Jefferies Financial Group worth $605K as of Q2 2026.
  • Silvercrest Asset Management sold 900 Jefferies Financial Group shares in Q2 2026, an estimated $46.4K.
  • Jefferies Financial Group made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #678 holding.
  • Silvercrest Asset Management first reported a position in Jefferies Financial Group in Q3 2019 and has held it in 28 quarters since.
  • Silvercrest Asset Management's Jefferies Financial Group position peaked at $988K in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.