Trivium Point Advisory’s Jefferies Financial Group JEF Stock Holding History

Trivium Point Advisory’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	$224K	Buy	+4,480	New	+$231K	0.02%	338
2026 Q1	–	Sell	-4,480	Closed	-$278K	–	306
2025 Q4	$278K	Hold	4,480	–	–	0.03%	293
2025 Q3	$293K	Hold	4,480	–	–	0.03%	298
2025 Q2	$245K	Sell	4,480 -250	-5%	-$12.4K	0.03%	310
2025 Q1	$253K	Hold	4,730	–	–	0.03%	299
2024 Q4	$371K	Buy	4,730 +505	+12%	+$36.3K	0.05%	259
2024 Q3	$315K	Hold	4,225	–	–	0.04%	277
2024 Q2	$210K	Buy	+4,225	New	+$190K	0.03%	292
2022 Q1	–	Sell	-5,869	Closed	-$218K	–	242
2021 Q4	$218K	Buy	5,869 +48	+0.8%	+$1.85K	0.05%	223
2021 Q3	$219K	Buy	+5,821	New	+$195K	0.05%	209

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

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

Trivium Point Advisory's JEF Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,480 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in JEF as recently as Q4 2025.

Trivium Point Advisory first reported a position in JEF in Q3 2021 and has held it in 10 quarters since. The position peaked at $371K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Trivium Point Advisory held 4,480 shares of Jefferies Financial Group worth $224K as of Q2 2026.
Jefferies Financial Group was a new Trivium Point Advisory position in Q2 2026.
Jefferies Financial Group made up 0.02% of Trivium Point Advisory's portfolio in Q2 2026, its #338 holding.
Trivium Point Advisory first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 10 quarters since.
Trivium Point Advisory's Jefferies Financial Group position peaked at $371K in Q4 2024.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.