VOYA Investment Management
JEF icon

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

VOYA 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 		$3.34M Buy
66,881
+18,614
+39% +$960K ﹤0.01% 1032
2026
Q1 		$1.99M Sell
48,267
-9,725
-17% -$505K ﹤0.01% 1188
2025
Q4 		$3.59M Buy
57,992
+7,539
+15% +$432K ﹤0.01% 996
2025
Q3 		$3.3M Buy
50,453
+21,085
+72% +$1.29M ﹤0.01% 1038
2025
Q2 		$1.61M Sell
29,368
-26,754
-48% -$1.32M ﹤0.01% 1386
2025
Q1 		$3.01M Sell
56,122
-44,204
-44% -$3M ﹤0.01% 1141
2024
Q4 		$7.87M Sell
100,326
-27,673
-22% -$1.99M 0.01% 815
2024
Q3 		$7.88M Sell
127,999
-7,389
-5% -$419K 0.01% 846
2024
Q2 		$6.74M Buy
135,388
+43,652
+48% +$1.96M 0.01% 876
2024
Q1 		$4.05M Buy
91,736
+33,107
+56% +$1.38M ﹤0.01% 1081
2023
Q4 		$2.37M Sell
58,629
-3,829
-6% -$135K ﹤0.01% 1307
2023
Q3 		$2.29M Buy
62,458
+36,855
+144% +$1.32M ﹤0.01% 1279
2023
Q2 		$849K Sell
25,603
-20,916
-45% -$653K ﹤0.01% 1767
2023
Q1 		$1.48M Sell
46,519
-125,967
-73% -$4.55M ﹤0.01% 1475
2022
Q4 		$5.65M Sell
172,486
-46,966
-21% -$1.56M 0.01% 924
2022
Q3 		$6.19M Buy
219,452
+146,741
+202% +$4.44M 0.01% 873
2022
Q2 		$1.92M Sell
72,711
-16,576
-19% -$490K ﹤0.01% 1132
2022
Q1 		$2.8M Buy
89,287
+50,807
+132% +$1.73M 0.01% 1008
2021
Q4 		$1.43M Sell
38,480
-36,583
-49% -$1.41M ﹤0.01% 1338
2021
Q3 		$2.66M Buy
75,063
+280
+0.4% +$9.37K 0.01% 1053
2021
Q2 		$2.44M Sell
74,783
-90,497
-55% -$2.76M ﹤0.01% 1113
2021
Q1 		$4.76M Buy
165,280
+76,559
+86% +$2.09M 0.01% 858
2020
Q4 		$2.09M Buy
88,721
+50,198
+130% +$1.05M ﹤0.01% 1118
2020
Q3 		$662K Sell
38,523
-1,200
-3% -$19.6K ﹤0.01% 1504
2020
Q2 		$591K Sell
39,723
-8,717
-18% -$117K ﹤0.01% 1558
2020
Q1 		$633K Sell
48,440
-3,135
-6% -$59.8K ﹤0.01% 1478
2019
Q4 		$1.05M Sell
51,575
-141,244
-73% -$2.67M ﹤0.01% 1426
2019
Q3 		$3.39M Sell
192,819
-89,856
-32% -$1.6M 0.01% 893
2019
Q2 		$4.87M Buy
282,675
+33,638
+14% +$577K 0.01% 813
2019
Q1 		$4.19M Sell
249,037
-55,080
-18% -$972K 0.01% 838
2018
Q4 		$4.73M Buy
304,117
+5,274
+2% +$96.6K 0.01% 775
2018
Q3 		$5.87M Buy
298,843
+30,375
+11% +$633K 0.01% 779
2018
Q2 		$5.46M Buy
268,468
+78,169
+41% +$1.64M 0.01% 792
2018
Q1 		$3.87M Sell
190,299
-77,322
-29% -$1.75M 0.01% 874
2017
Q4 		$6.35M Sell
267,621
-9,633
-3% -$222K 0.01% 760
2017
Q3 		$6.27M Buy
277,254
+71,323
+35% +$1.6M 0.01% 737
2017
Q2 		$4.82M Buy
205,931
+1,967
+1% +$44.8K 0.01% 806
2017
Q1 		$4.75M Sell
203,964
-4,253
-2% -$95.1K 0.01% 820
2016
Q4 		$4.33M Sell
208,217
-7,837
-4% -$146K 0.01% 825
2016
Q3 		$3.68K Buy
216,054
+1,311
+0.6% +$21.7K 0.01% 877
2016
Q2 		$3.33M Sell
214,743
-3,192
-1% -$48.7K 0.01% 879
2016
Q1 		$3.15M Sell
217,935
-5,456
-2% -$76.8K 0.01% 871
2015
Q4 		$3.48M Sell
223,391
-10,989
-5% -$184K 0.01% 859
2015
Q3 		$4.25M Buy
234,380
+7,648
+3% +$154K 0.01% 809
2015
Q2 		$4.93M Sell
226,732
-25,641
-10% -$548K 0.01% 792
2015
Q1 		$5.04M Sell
252,373
-1,183
-0.5% -$24.4K 0.01% 804
2014
Q4 		$5.09M Sell
253,556
-20,534
-7% -$424K 0.01% 801
2014
Q3 		$5.85M Sell
274,090
-7,827
-3% -$176K 0.01% 754
2014
Q2 		$6.62M Buy
281,917
+39,805
+16% +$924K 0.02% 736
2014
Q1 		$6.07M Sell
242,112
-9,618
-4% -$237K 0.01% 743
2013
Q4 		$6.39M Sell
251,730
-866
-0.3% -$21.9K 0.01% 723
2013
Q3 		$6.16M Buy
252,596
+1,223
+0.5% +$29.3K 0.02% 721
2013
Q2 		$5.9M Buy
+251,373
New +$6.61M 0.02% 720

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

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

VOYA Investment Management increased its Jefferies Financial Group (JEF) stake by 39% in Q2 2026, buying an estimated $960K and bringing the position to 66,881 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

VOYA Investment Management first reported a position in JEF in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.88M in Q3 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • VOYA Investment Management held 66,881 shares of Jefferies Financial Group worth $3.34M as of Q2 2026.
  • VOYA Investment Management bought 18,614 Jefferies Financial Group shares in Q2 2026, an estimated $960K.
  • Jefferies Financial Group made up ﹤0.01% of VOYA Investment Management's portfolio in Q2 2026, its #1032 holding.
  • VOYA Investment Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 53 quarters since.
  • VOYA Investment Management's Jefferies Financial Group position peaked at $7.88M in Q3 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on VOYA Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.