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

Wedge 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 Q2	$2.14M	Sell	42,761 -881	-2%	-$45.4K	0.04%	325
2026 Q1	$1.8M	Buy	43,642 +138	+0.3%	+$7.16K	0.03%	366
2025 Q4	$2.7M	Buy	43,504 +2,171	+5%	+$124K	0.05%	295
2025 Q3	$2.7M	Sell	41,333 -7,803	-16%	-$476K	0.05%	291
2025 Q2	$2.69M	Buy	49,136 +7,963	+19%	+$394K	0.05%	276
2025 Q1	$2.21M	Buy	41,173 +13,195	+47%	+$896K	0.04%	303
2024 Q4	$2.19M	Sell	27,978 -5,477	-16%	-$394K	0.04%	308
2024 Q3	$2.06M	Sell	33,455 -7,143	-18%	-$405K	0.04%	324
2024 Q2	$2.02M	Buy	40,598 +1,495	+4%	+$67.1K	0.04%	306
2024 Q1	$1.72M	Buy	39,103 +5,196	+15%	+$216K	0.03%	341
2023 Q4	$1.37M	Buy	33,907 +4,549	+15%	+$161K	0.02%	331
2023 Q3	$1.08M	Sell	29,358 -43,178	-60%	-$1.55M	0.02%	344
2023 Q2	$2.41M	Sell	72,536 -877,612	-92%	-$27.4M	0.04%	352
2023 Q1	$30.2M	Buy	950,148 +38,864	+4%	+$1.4M	0.51%	66
2022 Q4	$29.9M	Sell	911,284 -24,483	-3%	-$814K	0.48%	89
2022 Q3	$26.4M	Sell	935,767 -65,978	-7%	-$2M	0.45%	97
2022 Q2	$26.5M	Buy	1,001,745 +7,353	+0.7%	+$217K	0.42%	112
2022 Q1	$31.2M	Buy	994,392 +154,057	+18%	+$5.23M	0.42%	112
2021 Q4	$31.2M	Sell	840,335 -127,882	-13%	-$4.92M	0.39%	125
2021 Q3	$34.4M	Sell	968,217 -114,173	-11%	-$3.82M	0.44%	66
2021 Q2	$35.4M	Buy	1,082,390 +1,073,116	+11,571%	+$32.7M	0.43%	64
2021 Q1	$267K	Sell	9,274 -3,592	-28%	-$97.9K	﹤0.01%	459
2020 Q4	$303K	Sell	12,866 -2,366	-16%	-$49.6K	﹤0.01%	467
2020 Q3	$262K	Sell	15,232 -1,927	-11%	-$31.5K	﹤0.01%	458
2020 Q2	$255K	Buy	17,159 +4,443	+35%	+$59.5K	﹤0.01%	439
2020 Q1	$166K	Sell	12,716 -3,227	-20%	-$61.6K	﹤0.01%	475
2019 Q4	$326K	Buy	15,943 +1,287	+9%	+$24.3K	﹤0.01%	463
2019 Q3	$258K	Sell	14,656 -13,260	-47%	-$236K	﹤0.01%	504
2019 Q2	$481K	Buy	+27,916	New	+$479K	0.01%	462

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Wedge Capital Management's JEF Position: Q2 2026 in Review

Wedge Capital Management reduced its Jefferies Financial Group (JEF) stake by 2% in Q2 2026, selling an estimated $45.4K and leaving 42,761 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #325.

Wedge Capital Management first reported a position in JEF in Q2 2019 and has held it in 29 quarters since. The position peaked at $35.4M in Q2 2021. 123 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Wedge Capital Management held 42,761 shares of Jefferies Financial Group worth $2.14M as of Q2 2026.
Wedge Capital Management sold 881 Jefferies Financial Group shares in Q2 2026, an estimated $45.4K.
Jefferies Financial Group made up 0.04% of Wedge Capital Management's portfolio in Q2 2026, its #325 holding.
Wedge Capital Management first reported a position in Jefferies Financial Group in Q2 2019 and has held it in 29 quarters since.
Wedge Capital Management's Jefferies Financial Group position peaked at $35.4M in Q2 2021.
123 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.