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Vident Advisory’s Jefferies Financial Group JEF Stock Holding History

Vident Advisory’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 		$270K Sell
5,400
-1,128
-17% -$58.2K ﹤0.01% 1647
2026
Q1 		$269K Sell
6,528
-116
-2% -$6.02K ﹤0.01% 1561
2025
Q4 		$412K Sell
6,644
-2,793
-30% -$160K ﹤0.01% 1254
2025
Q3 		$617K Sell
9,437
-115
-1% -$7.01K 0.01% 1074
2025
Q2 		$522K Buy
9,552
+1,181
+14% +$58.5K 0.01% 1022
2025
Q1 		$448K Buy
8,371
+2,004
+31% +$136K 0.01% 1096
2024
Q4 		$499K Sell
6,367
-331
-5% -$23.8K 0.01% 944
2024
Q3 		$412K Buy
6,698
+1,242
+23% +$70.5K 0.01% 1025
2024
Q2 		$272K Buy
+5,456
New +$245K 0.01% 1159

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 $3.38T AUM 44.17% 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

Vident Advisory's JEF Position: Q2 2026 in Review

Vident Advisory reduced its Jefferies Financial Group (JEF) stake by 17% in Q2 2026, selling an estimated $58.2K and leaving 5,400 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Vident Advisory first reported a position in JEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $617K in Q3 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Vident Advisory held 5,400 shares of Jefferies Financial Group worth $270K as of Q2 2026.
  • Vident Advisory sold 1,128 Jefferies Financial Group shares in Q2 2026, an estimated $58.2K.
  • Jefferies Financial Group made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1647 holding.
  • Vident Advisory first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 9 quarters since.
  • Vident Advisory's Jefferies Financial Group position peaked at $617K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.