Sumitomo Mitsui Financial Group’s Jefferies Financial Group JEF Stock Holding History

Sumitomo Mitsui Financial Group’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	$321M	Sell	6,429,337 -2,817,744	-30%	-$145M	6.1%	3
2026 Q1	$382M	Hold	9,247,081	–	–	7.73%	3
2025 Q4	$573M	Hold	9,247,081	–	–	10.14%	2
2025 Q3	$605M	Hold	9,247,081	–	–	10.61%	2
2025 Q2	$506M	Hold	9,247,081	–	–	8.24%	3
2025 Q1	$495M	Hold	9,247,081	–	–	9.07%	3
2024 Q4	$725M	Hold	9,247,081	–	–	9.66%	3
2024 Q3	$569M	Buy	+9,247,081	New	+$525M	12.78%	2
2023 Q2	–	Sell	-10,500,000	Closed	-$333M	–	180
2023 Q1	$333M	Sell	10,500,000 -483,000	-4%	-$17.5M	10.44%	3
2022 Q4	$360M	Hold	10,983,000	–	–	13.61%	2
2022 Q3	$310M	Hold	10,983,000	–	–	13.03%	2
2022 Q2	$290M	Hold	10,983,000	–	–	8.14%	3
2022 Q1	$345M	Hold	10,983,000	–	–	10.12%	2
2021 Q4	$407M	Hold	10,983,000	–	–	11.71%	2
2021 Q3	$390M	Buy	+10,983,000	New	+$368M	8.9%	2

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sumitomo Mitsui Financial Group's JEF Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its Jefferies Financial Group (JEF) stake by 30% in Q2 2026, selling an estimated $145M and leaving 6,429,337 shares worth $321M. The position accounts for 6.1% of the portfolio, ranked #3.

Sumitomo Mitsui Financial Group first reported a position in JEF in Q3 2021 and has held it in 15 quarters since. The position peaked at $725M in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Sumitomo Mitsui Financial Group held 6,429,337 shares of Jefferies Financial Group worth $321M as of Q2 2026.
Sumitomo Mitsui Financial Group sold 2,817,744 Jefferies Financial Group shares in Q2 2026, an estimated $145M.
Jefferies Financial Group made up 6.1% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #3 holding.
Sumitomo Mitsui Financial Group first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 15 quarters since.
Sumitomo Mitsui Financial Group's Jefferies Financial Group position peaked at $725M in Q4 2024.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.