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 		$775K Sell
15,500
-14,100
-48% -$727K 0.01% 905
2026
Q1 		$1.22M Buy
+29,600
New +$1.54M 0.03% 654
2025
Q3 		– Sell
-181,800
Closed -$9.94M – 1659
2025
Q2 		$9.94M Sell
181,800
-3,500
-2% -$173K 0.02% 775
2025
Q1 		$9.93M Buy
+185,300
New +$12.6M 0.02% 674
2024
Q1 		– Sell
-400
Closed -$16.2K – 1450
2023
Q4 		$16.2K Hold
400
– – ﹤0.01% 1316
2023
Q3 		$14.7K Sell
400
-10,600
-96% -$380K ﹤0.01% 1143
2023
Q2 		$365K Sell
11,000
-13,600
-55% -$424K ﹤0.01% 1079
2023
Q1 		$781K Buy
+24,600
New +$889K ﹤0.01% 1037
2022
Q3 		– Sell
-3,138
Closed -$83K – 1487
2022
Q2 		$83K Hold
3,138
– – ﹤0.01% 1378
2022
Q1 		$99K Buy
+3,138
New +$107K ﹤0.01% 1502
2020
Q3 		– Sell
-92,571
Closed -$1.38M – 1420
2020
Q2 		$1.38M Hold
92,571
– – 0.01% 976
2020
Q1 		$1.21M Buy
92,571
+77,404
+510% +$1.48M 0.01% 824
2019
Q4 		$310K Sell
15,167
-23,012
-60% -$435K ﹤0.01% 989
2019
Q3 		$672K Buy
+38,179
New +$680K ﹤0.01% 881
2019
Q2 		– Sell
-80,433
Closed -$1.35M – 1403
2019
Q1 		$1.35M Sell
80,433
-35,301
-31% -$623K 0.01% 760
2018
Q4 		$1.8M Buy
115,734
+97,860
+547% +$1.79M 0.01% 746
2018
Q3 		$351K Sell
17,874
-1,005
-5% -$21K ﹤0.01% 882
2018
Q2 		$384K Buy
+18,879
New +$395K ﹤0.01% 933
2017
Q3 		– Sell
-670
Closed -$16K – 1069
2017
Q2 		$16K Hold
670
– – ﹤0.01% 906
2017
Q1 		$16K Buy
+670
New +$15K ﹤0.01% 941
2016
Q2 		– Sell
-16,087
Closed -$233K – 1303
2016
Q1 		$233K Buy
16,087
+6,815
+74% +$95.9K ﹤0.01% 978
2015
Q4 		$144K Buy
+9,272
New +$155K ﹤0.01% 1146

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.