Twin Tree Management
JEF icon

Twin Tree Management’s Jefferies Financial Group JEF Stock Holding History

Twin Tree Management’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 		$1.98M Buy
39,600
+34,600
+692% +$1.78M 0.04% 576
2026
Q1 		$206K Buy
+5,000
New +$260K ﹤0.01% 1083
2025
Q3 		– Sell
-635,800
Closed -$34.8M – 1658
2025
Q2 		$34.8M Buy
635,800
+148,900
+31% +$7.37M 0.06% 303
2025
Q1 		$26.1M Buy
+486,900
New +$33M 0.05% 342
2024
Q1 		– Sell
-85,300
Closed -$3.45M – 1449
2023
Q4 		$3.45M Sell
85,300
-29,100
-25% -$1.03M 0.01% 958
2023
Q3 		$4.19M Buy
114,400
+84,500
+283% +$3.03M 0.01% 724
2023
Q2 		$992K Hold
29,900
– – ﹤0.01% 1005
2023
Q1 		$949K Buy
+29,900
New +$1.08M ﹤0.01% 1011
2019
Q1 		– Sell
-7,373
Closed -$115K – 1448
2018
Q4 		$115K Buy
7,373
+7,261
+6,483% +$133K ﹤0.01% 1089
2018
Q3 		$2K Sell
112
-111
-50% -$2.31K ﹤0.01% 1013
2018
Q2 		$5K Buy
+223
New +$4.67K ﹤0.01% 1095
2017
Q2 		– Sell
-447
Closed -$10K – 1056
2017
Q1 		$10K Hold
447
– – ﹤0.01% 948
2016
Q4 		$9K Buy
+447
New +$8.35K ﹤0.01% 1108
2016
Q2 		– Sell
-13,964
Closed -$202K – 1302
2016
Q1 		$202K Buy
13,964
+9,942
+247% +$140K ﹤0.01% 1016
2015
Q4 		$63K Buy
+4,022
New +$67.3K ﹤0.01% 1251

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

Twin Tree Management's JEF Position: Q2 2026 in Review

Twin Tree Management opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 1,744 shares worth $87.2K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in JEF as recently as Q4 2024.

Twin Tree Management first reported a position in JEF in Q3 2016 and has held it in 21 quarters since. The position peaked at $4.2M in Q3 2021. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Twin Tree Management held 1,744 shares of Jefferies Financial Group worth $87.2K as of Q2 2026.
  • Jefferies Financial Group was a new Twin Tree Management position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Twin Tree Management's portfolio in Q2 2026, its #1274 holding.
  • Twin Tree Management first reported a position in Jefferies Financial Group in Q3 2016 and has held it in 21 quarters since.
  • Twin Tree Management's Jefferies Financial Group position peaked at $4.2M in Q3 2021.
  • 589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.