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

Storebrand 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 		$141K Hold
2,813
– – ﹤0.01% 713
2026
Q1 		$116K Sell
2,813
-7,832
-74% -$406K ﹤0.01% 720
2025
Q4 		$660K Hold
10,645
– – ﹤0.01% 665
2025
Q3 		$696K Sell
10,645
-11,025
-51% -$672K ﹤0.01% 671
2025
Q2 		$1.19M Hold
21,670
– – ﹤0.01% 633
2025
Q1 		$1.16M Sell
21,670
-628
-3% -$42.6K ﹤0.01% 640
2024
Q4 		$1.75M Sell
22,298
-515
-2% -$37K 0.01% 614
2024
Q3 		$1.4M Hold
22,813
– – ﹤0.01% 647
2024
Q2 		$1.14M Hold
22,813
– – ﹤0.01% 654
2024
Q1 		$1.01M Hold
22,813
– – ﹤0.01% 690
2023
Q4 		$922K Sell
22,813
-544
-2% -$19.2K ﹤0.01% 694
2023
Q3 		$856K Sell
23,357
-739
-3% -$26.5K ﹤0.01% 685
2023
Q2 		$799K Hold
24,096
– – ﹤0.01% 702
2023
Q1 		$765K Sell
24,096
-19,282
-44% -$697K ﹤0.01% 700
2022
Q4 		$1.42M Hold
43,378
– – 0.01% 642
2022
Q3 		$1.22M Hold
43,378
– – 0.01% 638
2022
Q2 		$1.15M Hold
43,378
– – 0.01% 660
2022
Q1 		$1.36M Sell
43,378
-26,150
-38% -$888K 0.01% 662
2021
Q4 		$2.58M Sell
69,528
-1,255
-2% -$48.3K 0.01% 605
2021
Q3 		$2.51M Sell
70,783
-6,890
-9% -$231K 0.01% 624
2021
Q2 		$2.54M Sell
77,673
-6,857
-8% -$209K 0.01% 635
2021
Q1 		$2.43M Sell
84,530
-518
-0.6% -$14.1K 0.01% 631
2020
Q4 		$2M Hold
85,048
– – 0.01% 634
2020
Q3 		$1.46M Sell
85,048
-17,950
-17% -$294K 0.01% 637
2020
Q2 		$1.53M Buy
102,998
+19,731
+24% +$264K 0.01% 613
2020
Q1 		$1.09M Buy
+83,267
New +$1.59M 0.01% 604

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Storebrand Asset Management held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 2,813 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Storebrand Asset Management first reported a position in JEF in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.58M in Q4 2021. 554 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Storebrand Asset Management held 2,813 shares of Jefferies Financial Group worth $141K as of Q2 2026.
  • Storebrand Asset Management left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Storebrand Asset Management's portfolio in Q2 2026, its #713 holding.
  • Storebrand Asset Management first reported a position in Jefferies Financial Group in Q1 2020 and has held it in 26 quarters since.
  • Storebrand Asset Management's Jefferies Financial Group position peaked at $2.58M in Q4 2021.
  • 554 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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