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Sylvest Advisors’s Jefferies Financial Group JEF Stock Holding History

Sylvest Advisors’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 		$529K Buy
10,586
+230
+2% +$11.9K 0.24% 52
2026
Q1 		$427K Buy
10,356
+1,176
+13% +$61K 0.23% 57
2025
Q4 		$569K Sell
9,180
-1,722
-16% -$98.7K 0.3% 44
2025
Q3 		$713K Sell
10,902
-492
-4% -$30K 0.38% 38
2025
Q2 		$623K Buy
11,394
+476
+4% +$23.6K 0.36% 40
2025
Q1 		$585K Buy
10,918
+557
+5% +$37.8K 0.37% 38
2024
Q4 		$812K Buy
+10,361
New +$745K 0.5% 28

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Sylvest Advisors's JEF Position: Q2 2026 in Review

Sylvest Advisors increased its Jefferies Financial Group (JEF) stake by 2.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 10,586 shares worth $529K. The position accounts for 0.24% of the portfolio, ranked #52.

Sylvest Advisors first reported a position in JEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $812K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Sylvest Advisors held 10,586 shares of Jefferies Financial Group worth $529K as of Q2 2026.
  • Sylvest Advisors bought 230 Jefferies Financial Group shares in Q2 2026, an estimated $11.9K.
  • Jefferies Financial Group made up 0.24% of Sylvest Advisors's portfolio in Q2 2026, its #52 holding.
  • Sylvest Advisors first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Sylvest Advisors's Jefferies Financial Group position peaked at $812K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Sylvest Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.