TwinBeech Capital’s Jefferies Financial Group JEF Stock Holding History

TwinBeech Capital’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	–	Sell	-60,500	Closed	-$2.5M	–	532
2026 Q1	$2.5M	Buy	+60,500	New	+$3.14M	0.26%	122
2025 Q3	–	Sell	-12,035	Closed	-$658K	–	696
2025 Q2	$658K	Sell	12,035 -7,892	-40%	-$391K	0.01%	469
2025 Q1	$1.07M	Buy	+19,927	New	+$1.35M	0.02%	477
2023 Q4	–	Sell	-13,271	Closed	-$486K	–	768
2023 Q3	$486K	Sell	13,271 -95,788	-88%	-$3.43M	0.01%	544
2023 Q2	$3.62M	Buy	+109,059	New	+$3.4M	0.07%	297
2022 Q2	–	Sell	-191,053	Closed	-$6M	–	609
2022 Q1	$6M	Buy	+191,053	New	+$6.49M	0.26%	113
2021 Q2	–	Sell	-32,201	Closed	-$927K	–	550
2021 Q1	$927K	Buy	+32,201	New	+$878K	0.14%	203
2020 Q2	–	Sell	-62,237	Closed	-$813K	–	434
2020 Q1	$813K	Buy	+62,237	New	+$1.19M	0.32%	113

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

TwinBeech Capital's JEF Position: Q2 2026 in Review

TwinBeech Capital sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 60,500 shares — an estimated $2.5M sold.

TwinBeech Capital first reported a position in JEF in Q1 2020 and held it in 8 quarters. The position peaked at $6M in Q1 2022. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

TwinBeech Capital reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 60,500 Jefferies Financial Group shares in Q2 2026, an estimated $2.5M.
TwinBeech Capital first reported a position in Jefferies Financial Group in Q1 2020 and held it in 8 quarters.
TwinBeech Capital's Jefferies Financial Group position peaked at $6M in Q1 2022.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.