Vestor Capital’s Jefferies Financial Group JEF Stock Holding History

Vestor 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	$8.07M	Buy	58,669 +54,023	+1,163%	+$2.79M	0.51%	51
2026 Q1	$192K	Buy	4,646 +3,827	+467%	+$199K	0.01%	154
2025 Q4	$288K	Sell	819 -3,827	-82%	-$219K	0.02%	120
2025 Q3	$304K	Buy	4,646 +2,324	+100%	+$142K	0.02%	135
2025 Q2	$277K	Sell	2,322 -2,324	-50%	-$115K	0.02%	128
2025 Q1	$249K	Hold	4,646	–	–	0.02%	123
2024 Q4	$364K	Hold	4,646	–	–	0.03%	123
2024 Q3	$286K	Hold	4,646	–	–	0.02%	104
2024 Q2	$231K	Hold	4,646	–	–	0.02%	117
2024 Q1	$205K	Hold	4,646	–	–	0.02%	136
2023 Q4	$188K	Hold	4,646	–	–	0.02%	129
2023 Q3	$170K	Hold	4,646	–	–	0.02%	133
2023 Q2	$154K	Hold	4,646	–	–	0.02%	140
2023 Q1	$147K	Sell	4,646 -214	-4%	-$7.73K	0.02%	148
2022 Q4	$159K	Hold	4,860	–	–	0.02%	142
2022 Q3	$137K	Hold	4,860	–	–	0.02%	132
2022 Q2	$128K	Hold	4,860	–	–	0.02%	127
2022 Q1	$153K	Hold	4,860	–	–	0.02%	126
2021 Q4	$180K	Hold	4,860	–	–	0.02%	124
2021 Q3	$173K	Hold	4,860	–	–	0.02%	125
2021 Q2	$159K	Hold	4,860	–	–	0.02%	116
2021 Q1	$140K	Hold	4,860	–	–	0.02%	120
2020 Q4	$114K	Buy	+4,860	New	+$102K	0.01%	125

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

Vestor Capital's JEF Position: Q2 2026 in Review

Vestor Capital increased its Jefferies Financial Group (JEF) stake by 1,163% in Q2 2026, buying an estimated $2.79M and bringing the position to 58,669 shares worth $8.07M. The position accounts for 0.51% of the portfolio, ranked #51.

Vestor Capital first reported a position in JEF in Q4 2020 and has held it in 23 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Vestor Capital held 58,669 shares of Jefferies Financial Group worth $8.07M as of Q2 2026.
Vestor Capital bought 54,023 Jefferies Financial Group shares in Q2 2026, an estimated $2.79M.
Jefferies Financial Group made up 0.51% of Vestor Capital's portfolio in Q2 2026, its #51 holding.
Vestor Capital first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 23 quarters since.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.