Steven Check’s Jefferies Financial Group JEF Stock Holding History

Steven Check’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	$68.6M	Buy	1,371,820 +691,649	+102%	+$35.7M	0.91%	14
2026 Q1	$28.1M	Buy	680,171 +227,684	+50%	+$11.8M	0.82%	14
2025 Q4	$28M	Buy	+452,487	New	+$25.9M	0.82%	12
2018 Q2	–	Sell	-15,264	Closed	-$311K	–	62
2018 Q1	$311K	Sell	15,264 -1,118	-7%	-$25.3K	0.02%	48
2017 Q4	$388K	Hold	16,382	–	–	0.02%	44
2017 Q3	$370K	Sell	16,382 -335	-2%	-$7.51K	0.02%	44
2017 Q2	$391K	Sell	16,717 -3,615	-18%	-$82.4K	0.02%	41
2017 Q1	$473K	Sell	20,332 -56	-0.3%	-$1.25K	0.03%	38
2016 Q4	$424K	Buy	20,388 +1,676	+9%	+$31.3K	0.03%	40
2016 Q3	$319K	Buy	18,712 +2,424	+15%	+$40.2K	0.02%	42
2016 Q2	$253K	Buy	16,288 +615	+4%	+$9.39K	0.02%	43
2016 Q1	$227K	Buy	15,673 +2,904	+23%	+$40.9K	0.02%	48
2015 Q4	$199K	Hold	12,769	–	–	0.02%	50
2015 Q3	$232K	Hold	12,769	–	–	0.02%	44
2015 Q2	$278K	Sell	12,769 -362,635	-97%	-$7.75M	0.03%	41
2015 Q1	$7.49M	Sell	375,404 -201,993	-35%	-$4.17M	0.64%	21
2014 Q4	$11.6M	Buy	+577,397	New	+$11.9M	1.02%	19

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steven Check's JEF Position: Q2 2026 in Review

Steven Check increased its Jefferies Financial Group (JEF) stake by 102% in Q2 2026, buying an estimated $35.7M and bringing the position to 1,371,820 shares worth $68.6M. The position accounts for 0.91% of the portfolio, ranked #14.

Steven Check first reported a position in JEF in Q4 2014 and has held it in 17 quarters since. 585 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Steven Check held 1,371,820 shares of Jefferies Financial Group worth $68.6M as of Q2 2026.
Steven Check bought 691,649 Jefferies Financial Group shares in Q2 2026, an estimated $35.7M.
Jefferies Financial Group made up 0.91% of Steven Check's portfolio in Q2 2026, its #14 holding.
Steven Check first reported a position in Jefferies Financial Group in Q4 2014 and has held it in 17 quarters since.
585 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Check Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.