Utah Retirement Systems’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $404K | Hold |
8,093
| – | – | ﹤0.01% | 840 |
|
|
2026
Q1 | $334K | Sell |
8,093
-17,174
| -68% | -$891K | ﹤0.01% | 820 |
|
|
2025
Q4 | $1.57M | Hold |
25,267
| – | – | 0.01% | 630 |
|
|
2025
Q3 | $1.65M | Sell |
25,267
-2,303
| -8% | -$140K | 0.02% | 616 |
|
|
2025
Q2 | $1.51M | Sell |
27,570
-1,214
| -4% | -$60.1K | 0.02% | 620 |
|
|
2025
Q1 | $1.54M | Hold |
28,784
| – | – | 0.02% | 611 |
|
|
2024
Q4 | $2.26M | Hold |
28,784
| – | – | 0.02% | 535 |
|
|
2024
Q3 | $1.77M | Sell |
28,784
-1,000
| -3% | -$56.7K | 0.02% | 593 |
|
|
2024
Q2 | $1.48M | Sell |
29,784
-1,600
| -5% | -$71.8K | 0.02% | 615 |
|
|
2024
Q1 | $1.38M | Hold |
31,384
| – | – | 0.02% | 671 |
|
|
2023
Q4 | $1.27M | Sell |
31,384
-1,300
| -4% | -$46K | 0.02% | 692 |
|
|
2023
Q3 | $1.2M | Sell |
32,684
-1,700
| -5% | -$60.9K | 0.02% | 689 |
|
|
2023
Q2 | $1.14M | Sell |
34,384
-1,200
| -3% | -$37.5K | 0.02% | 712 |
|
|
2023
Q1 | $1.13M | Sell |
35,584
-1,637
| -4% | -$59.1K | 0.02% | 710 |
|
|
2022
Q4 | $1.22M | Sell |
37,221
-837
| -2% | -$27.8K | 0.02% | 647 |
|
|
2022
Q3 | $1.07M | Sell |
38,058
-1,569
| -4% | -$47.5K | 0.02% | 664 |
|
|
2022
Q2 | $1.05M | Sell |
39,627
-627
| -2% | -$18.5K | 0.02% | 693 |
|
|
2022
Q1 | $1.26M | Sell |
40,254
-1,255
| -3% | -$42.6K | 0.02% | 700 |
|
|
2021
Q4 | $1.54M | Buy |
41,509
+104
| +0.3% | +$4K | 0.02% | 656 |
|
|
2021
Q3 | $1.47M | Sell |
41,405
-3,138
| -7% | -$105K | 0.02% | 669 |
|
|
2021
Q2 | $1.46M | Buy |
44,543
+105
| +0.2% | +$3.2K | 0.02% | 698 |
|
|
2021
Q1 | $1.28M | Sell |
44,438
-628
| -1% | -$17.1K | 0.02% | 719 |
|
|
2020
Q4 | $1.06M | Sell |
45,066
-314
| -0.7% | -$6.59K | 0.02% | 729 |
|
|
2020
Q3 | $781K | Buy |
45,380
+210
| +0.5% | +$3.44K | 0.01% | 749 |
|
|
2020
Q2 | $672K | Sell |
45,170
-7,009
| -13% | -$93.9K | 0.01% | 764 |
|
|
2020
Q1 | $682K | Sell |
52,179
-523
| -1% | -$9.98K | 0.01% | 699 |
|
|
2019
Q4 | $1.08M | Buy |
52,702
+105
| +0.2% | +$1.99K | 0.02% | 712 |
|
|
2019
Q3 | $925K | Sell |
52,597
-2,571
| -5% | -$45.8K | 0.02% | 743 |
|
|
2019
Q2 | $949K | Sell |
55,168
-2,846
| -5% | -$48.8K | 0.02% | 744 |
|
|
2019
Q1 | $976K | Sell |
58,014
-4,013
| -6% | -$70.8K | 0.02% | 719 |
|
|
2018
Q4 | $964K | Sell |
62,027
-336
| -0.5% | -$6.15K | 0.02% | 662 |
|
|
2018
Q3 | $1.23M | Sell |
62,363
-1,787
| -3% | -$37.3K | 0.02% | 637 |
|
|
2018
Q2 | $1.31M | Sell |
64,150
-3,016
| -4% | -$63.2K | 0.03% | 608 |
|
|
2018
Q1 | $1.37M | Buy |
67,166
+112
| +0.2% | +$2.54K | 0.03% | 577 |
|
|
2017
Q4 | $1.59M | Buy |
67,054
+893
| +1% | +$20.6K | 0.03% | 528 |
|
|
2017
Q3 | $1.5M | Hold |
66,161
| – | – | 0.03% | 519 |
|
|
2017
Q2 | $1.55M | Sell |
66,161
-1,005
| -1% | -$22.9K | 0.04% | 497 |
|
|
2017
Q1 | $1.56M | Buy |
67,166
+112
| +0.2% | +$2.5K | 0.04% | 492 |
|
|
2016
Q4 | $1.4M | Buy |
67,054
+111
| +0.2% | +$2.07K | 0.04% | 517 |
|
|
2016
Q3 | $1.14M | Hold |
66,943
| – | – | 0.03% | 567 |
|
|
2016
Q2 | $1.04M | Buy |
66,943
+1,117
| +2% | +$17.1K | 0.03% | 593 |
|
|
2016
Q1 | $953K | Buy |
65,826
+112
| +0.2% | +$1.58K | 0.03% | 629 |
|
|
2015
Q4 | $1.02M | Hold |
65,714
| – | – | 0.03% | 611 |
|
|
2015
Q3 | $1.19M | Buy |
65,714
+447
| +0.7% | +$8.98K | 0.03% | 545 |
|
|
2015
Q2 | $1.42M | Sell |
65,267
-8,267
| -11% | -$177K | 0.04% | 515 |
|
|
2015
Q1 | $1.47M | Buy |
73,534
+2,346
| +3% | +$48.5K | 0.04% | 497 |
|
|
2014
Q4 | $1.43M | Hold |
71,188
| – | – | 0.04% | 472 |
|
|
2014
Q3 | $1.52M | Sell |
71,188
-112
| -0.2% | -$2.52K | 0.04% | 440 |
|
|
2014
Q2 | $1.67M | Buy |
71,300
+11,954
| +20% | +$278K | 0.05% | 405 |
|
|
2014
Q1 | $1.49M | Buy |
59,346
+447
| +0.8% | +$11K | 0.04% | 448 |
|
|
2013
Q4 | $1.49M | Hold |
58,899
| – | – | 0.04% | 430 |
|
|
2013
Q3 | $1.44M | Sell |
58,899
-447
| -0.8% | -$10.7K | 0.05% | 426 |
|
|
2013
Q2 | $1.39M | Buy |
+59,346
| New | +$1.56M | 0.05% | 417 |
|
Other funds holding JEF
SMFG
MMLI
Utah Retirement Systems's JEF Position: Q2 2026 in Review
Utah Retirement Systems held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 8,093 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #840.
Utah Retirement Systems first reported a position in JEF in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.26M in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- Utah Retirement Systems held 8,093 shares of Jefferies Financial Group worth $404K as of Q2 2026.
- Utah Retirement Systems left its Jefferies Financial Group share count unchanged in Q2 2026.
- Jefferies Financial Group made up ﹤0.01% of Utah Retirement Systems's portfolio in Q2 2026, its #840 holding.
- Utah Retirement Systems first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 53 quarters since.
- Utah Retirement Systems's Jefferies Financial Group position peaked at $2.26M in Q4 2024.
- 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.