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

Smartleaf 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 		$41.4K Hold
849
– – ﹤0.01% 1619
2026
Q1 		$33.7K Sell
849
-481
-36% -$25K ﹤0.01% 1683
2025
Q4 		$83.4K Sell
1,330
-34
-2% -$1.95K ﹤0.01% 1298
2025
Q3 		$90.9K Buy
1,364
+422
+45% +$25.7K 0.01% 1126
2025
Q2 		$52.5K Buy
942
+13
+1% +$644 ﹤0.01% 1146
2025
Q1 		$48.5K Buy
929
+22
+2% +$1.49K ﹤0.01% 1165
2024
Q4 		$71.5K Buy
907
+284
+46% +$20.4K 0.01% 1007
2024
Q3 		$38.1K Buy
623
+207
+50% +$11.7K ﹤0.01% 1015
2024
Q2 		$20.4K Buy
416
+358
+617% +$16.1K ﹤0.01% 1030
2024
Q1 		$2.67K Buy
+58
New +$2.42K ﹤0.01% 1410

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

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

Smartleaf Asset Management held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 849 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Smartleaf Asset Management first reported a position in JEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $90.9K in Q3 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Smartleaf Asset Management held 849 shares of Jefferies Financial Group worth $41.4K as of Q2 2026.
  • Smartleaf Asset Management left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1619 holding.
  • Smartleaf Asset Management first reported a position in Jefferies Financial Group in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Jefferies Financial Group position peaked at $90.9K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.