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Voleon Capital Management’s Jefferies Financial Group JEF Stock Holding History

Voleon Capital Management’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
Q1 		$577K Sell
13,990
-2,627
-16% -$136K 0.01% 543
2025
Q4 		$1.03M Buy
16,617
+5,118
+45% +$293K 0.02% 434
2025
Q3 		$752K Buy
+11,499
New +$701K 0.02% 498
2019
Q3 		– Sell
-53,622
Closed -$923K – 196
2019
Q2 		$923K Buy
+53,622
New +$920K 0.05% 166

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voleon Capital Management's JEF Position: Q1 2026 in Review

Voleon Capital Management reduced its Jefferies Financial Group (JEF) stake by 16% in Q1 2026, selling an estimated $136K and leaving 13,990 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #543.

Voleon Capital Management first reported a position in JEF in Q2 2019 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Voleon Capital Management held 13,990 shares of Jefferies Financial Group worth $577K as of Q1 2026.
  • Voleon Capital Management sold 2,627 Jefferies Financial Group shares in Q1 2026, an estimated $136K.
  • Jefferies Financial Group made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #543 holding.
  • Voleon Capital Management first reported a position in Jefferies Financial Group in Q2 2019 and has held it in 4 quarters since.
  • Voleon Capital Management's Jefferies Financial Group position peaked at $1.03M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.