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Vise Technologies’s Jefferies Financial Group JEF Stock Holding History

Vise Technologies’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 		$994K Buy
19,892
+13,808
+227% +$712K 0.01% 799
2026
Q1 		$377K Hold
6,084
– – 0.01% 1031
2025
Q4 		$377K Buy
6,084
+1,387
+30% +$79.5K 0.01% 1037
2025
Q3 		$307K Buy
4,697
+658
+16% +$40.1K 0.01% 875
2025
Q2 		$221K Buy
+4,039
New +$200K 0.01% 962
2024
Q4 		$218K Buy
+2,785
New +$200K 0.02% 737

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

Vise Technologies's JEF Position: Q2 2026 in Review

Vise Technologies increased its Jefferies Financial Group (JEF) stake by 227% in Q2 2026, buying an estimated $712K and bringing the position to 19,892 shares worth $994K. The position accounts for 0.01% of the portfolio, ranked #799.

Vise Technologies first reported a position in JEF in Q4 2024 and has held it in 6 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Vise Technologies held 19,892 shares of Jefferies Financial Group worth $994K as of Q2 2026.
  • Vise Technologies bought 13,808 Jefferies Financial Group shares in Q2 2026, an estimated $712K.
  • Jefferies Financial Group made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #799 holding.
  • Vise Technologies first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.