SJS Investment Consulting’s Jefferies Financial Group JEF Stock Holding History

SJS Investment Consulting’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	$43.2K	Buy	865 +391	+82%	+$20.2K	﹤0.01%	519
2026 Q1	$19.6K	Sell	474 -659	-58%	-$34.2K	﹤0.01%	676
2025 Q4	$70.2K	Buy	1,133 +1,112	+5,295%	+$63.7K	0.01%	258
2025 Q3	$1.37K	Hold	21	–	–	﹤0.01%	917
2025 Q2	$1.15K	Sell	21 -20	-49%	-$990	﹤0.01%	780
2025 Q1	$2.2K	Sell	41 -10	-20%	-$679	﹤0.01%	686
2024 Q4	$4K	Sell	51 -9	-15%	-$647	﹤0.01%	473
2024 Q3	$3.69K	Hold	60	–	–	﹤0.01%	563
2024 Q2	$2.99K	Hold	60	–	–	﹤0.01%	567
2024 Q1	$2.65K	Hold	60	–	–	﹤0.01%	631
2023 Q4	$2.42K	Sell	60 -10	-14%	-$354	﹤0.01%	588
2023 Q3	$2.56K	Buy	70 +18	+35%	+$645	﹤0.01%	530
2023 Q2	$1.73K	Sell	52 -14	-21%	-$437	﹤0.01%	663
2023 Q1	$2.1K	Sell	66 -3	-4%	-$108	﹤0.01%	589
2022 Q4	$2.26K	Buy	69 +23	+50%	+$764	﹤0.01%	584
2022 Q3	$1K	Buy	+46	New	+$1.39K	﹤0.01%	777

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SJS Investment Consulting's JEF Position: Q2 2026 in Review

SJS Investment Consulting increased its Jefferies Financial Group (JEF) stake by 82% in Q2 2026, buying an estimated $20.2K and bringing the position to 865 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

SJS Investment Consulting first reported a position in JEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $70.2K in Q4 2025. 167 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

SJS Investment Consulting held 865 shares of Jefferies Financial Group worth $43.2K as of Q2 2026.
SJS Investment Consulting bought 391 Jefferies Financial Group shares in Q2 2026, an estimated $20.2K.
Jefferies Financial Group made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #519 holding.
SJS Investment Consulting first reported a position in Jefferies Financial Group in Q3 2022 and has held it in 16 quarters since.
SJS Investment Consulting's Jefferies Financial Group position peaked at $70.2K in Q4 2025.
167 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.