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Susquehanna Fundamental Investments’s Jefferies Financial Group JEF Stock Holding History

Susquehanna Fundamental Investments’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
Q1 		$3.63M Sell
88,060
-2,286
-3% -$119K 0.14% 154
2025
Q4 		$5.6M Buy
+90,346
New +$5.18M 0.19% 129
2025
Q3 		– Sell
-29,540
Closed -$1.62M – 672
2025
Q2 		$1.62M Sell
29,540
-222,655
-88% -$11M 0.04% 375
2025
Q1 		$13.5M Sell
252,195
-4,740
-2% -$322K 0.19% 129
2024
Q4 		$20.1M Buy
+256,935
New +$18.5M 0.29% 79
2024
Q2 		$4M Buy
80,354
+62,253
+344% +$2.79M 0.09% 268
2024
Q1 		$798K Buy
+18,101
New +$754K 0.04% 380
2023
Q2 		– Sell
-82,832
Closed -$2.63M – 769
2023
Q1 		$2.63M Sell
82,832
-56,680
-41% -$2.05M 0.06% 318
2022
Q4 		$4.57M Sell
139,512
-44,061
-24% -$1.46M 0.08% 318
2022
Q3 		$5.18M Buy
+183,573
New +$5.56M 0.09% 319
2022
Q1 		$426K Sell
13,556
-48,312
-78% -$1.64M 0.01% 1133
2021
Q4 		$2.29M Sell
61,868
-23,930
-28% -$922K 0.06% 385
2021
Q3 		$3.05M Sell
85,798
-68,927
-45% -$2.31M 0.06% 451
2021
Q2 		$5.06M Sell
154,725
-1,741
-1% -$53.1K 0.09% 306
2021
Q1 		$4.5M Buy
156,466
+57,435
+58% +$1.57M 0.08% 350
2020
Q4 		$2.33M Buy
99,031
+30,104
+44% +$632K 0.04% 580
2020
Q3 		$1.19M Buy
+68,927
New +$1.13M 0.04% 581

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna Fundamental Investments's JEF Position: Q1 2026 in Review

Susquehanna Fundamental Investments reduced its Jefferies Financial Group (JEF) stake by 2.5% in Q1 2026, selling an estimated $119K and leaving 88,060 shares worth $3.63M. The position accounts for 0.14% of the portfolio, ranked #154.

Susquehanna Fundamental Investments first reported a position in JEF in Q3 2020 and has held it in 17 quarters since. The position peaked at $20.1M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Susquehanna Fundamental Investments held 88,060 shares of Jefferies Financial Group worth $3.63M as of Q1 2026.
  • Susquehanna Fundamental Investments sold 2,286 Jefferies Financial Group shares in Q1 2026, an estimated $119K.
  • Jefferies Financial Group made up 0.14% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #154 holding.
  • Susquehanna Fundamental Investments first reported a position in Jefferies Financial Group in Q3 2020 and has held it in 17 quarters since.
  • Susquehanna Fundamental Investments's Jefferies Financial Group position peaked at $20.1M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.