Voloridge Investment Management
JEF icon

Voloridge Investment Management’s Jefferies Financial Group JEF Stock Holding History

Voloridge Investment 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
Q2 		$4.69M Sell
93,909
-269,515
-74% -$13.9M 0.02% 543
2026
Q1 		$15M Buy
+363,424
New +$18.9M 0.06% 401
2025
Q3 		– Sell
-158,551
Closed -$8.67M – 1278
2025
Q2 		$8.67M Sell
158,551
-472,952
-75% -$23.4M 0.03% 594
2025
Q1 		$33.8M Buy
631,503
+169,957
+37% +$11.5M 0.13% 221
2024
Q4 		$36.2M Sell
461,546
-164,194
-26% -$11.8M 0.13% 222
2024
Q3 		$38.5M Buy
625,740
+253,718
+68% +$14.4M 0.14% 223
2024
Q2 		$18.5M Buy
372,022
+191,550
+106% +$8.6M 0.07% 391
2024
Q1 		$7.96M Buy
+180,472
New +$7.52M 0.03% 537
2023
Q3 		– Sell
-12,531
Closed -$416K – 1501
2023
Q2 		$416K Sell
12,531
-83,028
-87% -$2.59M ﹤0.01% 1254
2023
Q1 		$3.03M Buy
95,559
+36,495
+62% +$1.32M 0.02% 842
2022
Q4 		$1.94M Sell
59,064
-57,301
-49% -$1.9M 0.01% 974
2022
Q3 		$3.28M Sell
116,365
-303,140
-72% -$9.18M 0.02% 807
2022
Q2 		$11.1M Sell
419,505
-112,772
-21% -$3.33M 0.06% 408
2022
Q1 		$16.7M Buy
532,277
+41,557
+8% +$1.41M 0.09% 288
2021
Q4 		$18.2M Buy
490,720
+474,198
+2,870% +$18.3M 0.1% 285
2021
Q3 		$586K Sell
16,522
-439,959
-96% -$14.7M ﹤0.01% 1426
2021
Q2 		$14.9M Buy
456,481
+193,953
+74% +$5.92M 0.1% 256
2021
Q1 		$7.55M Buy
262,528
+188,903
+257% +$5.15M 0.06% 411
2020
Q4 		$1.73M Buy
+73,625
New +$1.54M 0.01% 791
2020
Q3 		– Sell
-56,137
Closed -$835K – 1360
2020
Q2 		$835K Buy
+56,137
New +$752K 0.01% 903
2019
Q2 		– Sell
-138,131
Closed -$2.32M – 911
2019
Q1 		$2.32M Buy
+138,131
New +$2.44M 0.07% 263
2017
Q1 		– Sell
-26,011
Closed -$541K – 585
2016
Q4 		$541K Buy
+26,011
New +$486K 0.01% 540
2016
Q2 		– Sell
-380,117
Closed -$5.5M – 356
2016
Q1 		$5.5M Buy
380,117
+55,768
+17% +$785K 0.13% 144
2015
Q4 		$5.05M Buy
+324,349
New +$5.42M 0.36% 69

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 $3.37T 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
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

Voloridge Investment Management's JEF Position: Q2 2026 in Review

Voloridge Investment Management reduced its Jefferies Financial Group (JEF) stake by 74% in Q2 2026, selling an estimated $13.9M and leaving 93,909 shares worth $4.69M. The position accounts for 0.02% of the portfolio, ranked #543.

Voloridge Investment Management first reported a position in JEF in Q4 2015 and has held it in 24 quarters since. The position peaked at $38.5M in Q3 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Voloridge Investment Management held 93,909 shares of Jefferies Financial Group worth $4.69M as of Q2 2026.
  • Voloridge Investment Management sold 269,515 Jefferies Financial Group shares in Q2 2026, an estimated $13.9M.
  • Jefferies Financial Group made up 0.02% of Voloridge Investment Management's portfolio in Q2 2026, its #543 holding.
  • Voloridge Investment Management first reported a position in Jefferies Financial Group in Q4 2015 and has held it in 24 quarters since.
  • Voloridge Investment Management's Jefferies Financial Group position peaked at $38.5M in Q3 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.