Vontobel Holding
JEF icon

Vontobel Holding’s Jefferies Financial Group JEF Stock Holding History

Vontobel Holding’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 		$539K Sell
10,777
-5,848
-35% -$301K ﹤0.01% 1025
2026
Q1 		$686K Buy
+16,625
New +$863K ﹤0.01% 743
2024
Q2 		– Sell
-6,374
Closed -$281K – 1120
2024
Q1 		$281K Buy
+6,374
New +$265K ﹤0.01% 913
2023
Q1 		– Sell
-7,550
Closed -$247K – 1103
2022
Q4 		$247K Buy
+7,550
New +$251K ﹤0.01% 935

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

Vontobel Holding's JEF Position: Q2 2026 in Review

Vontobel Holding reduced its Jefferies Financial Group (JEF) stake by 35% in Q2 2026, selling an estimated $301K and leaving 10,777 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Vontobel Holding first reported a position in JEF in Q4 2022 and has held it in 4 quarters since. The position peaked at $686K in Q1 2026. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Vontobel Holding held 10,777 shares of Jefferies Financial Group worth $539K as of Q2 2026.
  • Vontobel Holding sold 5,848 Jefferies Financial Group shares in Q2 2026, an estimated $301K.
  • Jefferies Financial Group made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1025 holding.
  • Vontobel Holding first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 4 quarters since.
  • Vontobel Holding's Jefferies Financial Group position peaked at $686K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.