Susquehanna Portfolio Strategies’s Jefferies Financial Group JEF Stock Holding History

Susquehanna Portfolio Strategies’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	$2.64M	Sell	64,000 -18,700	-23%	-$971K	0.04%	433
2025 Q4	$5.12M	Sell	82,700 -16,266	-16%	-$932K	0.08%	300
2025 Q3	$6.47M	Buy	98,966 +20,866	+27%	+$1.27M	0.1%	261
2025 Q2	$4.27M	Buy	78,100 +59,400	+318%	+$2.94M	0.09%	249
2025 Q1	$1M	Buy	+18,700	New	+$1.27M	0.43%	48
2024 Q4	–	Sell	-20,954	Closed	-$1.29M	–	178
2024 Q3	$1.29M	Hold	20,954	–	–	0.09%	171
2024 Q2	$1.04M	Sell	20,954 -126,801	-86%	-$5.69M	0.04%	286
2024 Q1	$6.52M	Hold	147,755	–	–	0.15%	176
2023 Q4	$5.97M	Buy	+147,755	New	+$5.23M	0.11%	257

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna Portfolio Strategies's JEF Position: Q1 2026 in Review

Susquehanna Portfolio Strategies reduced its Jefferies Financial Group (JEF) stake by 23% in Q1 2026, selling an estimated $971K and leaving 64,000 shares worth $2.64M. The position accounts for 0.04% of the portfolio, ranked #433.

Susquehanna Portfolio Strategies first reported a position in JEF in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.52M in Q1 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Susquehanna Portfolio Strategies held 64,000 shares of Jefferies Financial Group worth $2.64M as of Q1 2026.
Susquehanna Portfolio Strategies sold 18,700 Jefferies Financial Group shares in Q1 2026, an estimated $971K.
Jefferies Financial Group made up 0.04% of Susquehanna Portfolio Strategies's portfolio in Q1 2026, its #433 holding.
Susquehanna Portfolio Strategies first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 9 quarters since.
Susquehanna Portfolio Strategies's Jefferies Financial Group position peaked at $6.52M in Q1 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

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