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UMB Bank’s Jefferies Financial Group JEF Stock Holding History

UMB Bank’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 		$459K Buy
9,181
+820
+10% +$42.3K 0.01% 505
2026
Q1 		$345K Sell
8,361
-1,096
-12% -$56.9K ﹤0.01% 553
2025
Q4 		$586K Buy
9,457
+607
+7% +$34.8K 0.01% 443
2025
Q3 		$579K Sell
8,850
-14
-0.2% -$854 0.01% 409
2025
Q2 		$485K Buy
8,864
+330
+4% +$16.3K 0.01% 418
2025
Q1 		$457K Buy
8,534
+465
+6% +$31.6K 0.01% 411
2024
Q4 		$633K Sell
8,069
-11
-0.1% -$791 0.01% 381
2024
Q3 		$497K Buy
8,080
+401
+5% +$22.8K 0.01% 409
2024
Q2 		$382K Buy
7,679
+39
+0.5% +$1.75K 0.01% 434
2024
Q1 		$337K Buy
7,640
+364
+5% +$15.2K 0.01% 473
2023
Q4 		$294K Sell
7,276
-82
-1% -$2.9K ﹤0.01% 498
2023
Q3 		$270K Hold
7,358
– – ﹤0.01% 501
2023
Q2 		$244K Hold
7,358
– – ﹤0.01% 535
2023
Q1 		$234K Sell
7,358
-338
-4% -$12.2K ﹤0.01% 543
2022
Q4 		$252K Sell
7,696
-207
-3% -$6.88K ﹤0.01% 532
2022
Q3 		$222K Sell
7,903
-128
-2% -$3.87K ﹤0.01% 581
2022
Q2 		$213K Hold
8,031
– – ﹤0.01% 612
2022
Q1 		$252K Buy
8,031
+81
+1% +$2.75K ﹤0.01% 612
2021
Q4 		$295K Buy
+7,950
New +$306K ﹤0.01% 590

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

UMB Bank's JEF Position: Q2 2026 in Review

UMB Bank increased its Jefferies Financial Group (JEF) stake by 9.8% in Q2 2026, buying an estimated $42.3K and bringing the position to 9,181 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #505.

UMB Bank first reported a position in JEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $633K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • UMB Bank held 9,181 shares of Jefferies Financial Group worth $459K as of Q2 2026.
  • UMB Bank bought 820 Jefferies Financial Group shares in Q2 2026, an estimated $42.3K.
  • Jefferies Financial Group made up 0.01% of UMB Bank's portfolio in Q2 2026, its #505 holding.
  • UMB Bank first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Jefferies Financial Group position peaked at $633K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.