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Winton Group’s Jefferies Financial Group JEF Stock Holding History

Winton Group’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 		$838K Sell
16,770
-9,933
-37% -$512K 0.03% 548
2026
Q1 		$1.1M Buy
26,703
+18,603
+230% +$965K 0.04% 515
2025
Q4 		$502K Buy
+8,100
New +$464K 0.02% 639
2025
Q1 		– Sell
-9,511
Closed -$746K – 734
2024
Q4 		$746K Buy
+9,511
New +$684K 0.05% 400
2023
Q2 		– Sell
-12,463
Closed -$396K – 941
2023
Q1 		$396K Sell
12,463
-766
-6% -$27.7K 0.02% 760
2022
Q4 		$434K Sell
13,229
-1,581
-11% -$52.5K 0.03% 675
2022
Q3 		$418K Sell
14,810
-9,200
-38% -$278K 0.03% 691
2022
Q2 		$634K Sell
24,010
-9,380
-28% -$277K 0.03% 629
2022
Q1 		$1.05M Buy
33,390
+5,608
+20% +$190K 0.06% 450
2021
Q4 		$1.03M Sell
27,782
-1,500
-5% -$57.8K 0.06% 448
2021
Q3 		$1.04M Buy
29,282
+8,943
+44% +$299K 0.06% 482
2021
Q2 		$665K Sell
20,339
-4,689
-19% -$143K 0.04% 756
2021
Q1 		$720K Sell
25,028
-4,780
-16% -$130K 0.04% 666
2020
Q4 		$701K Buy
+29,808
New +$625K 0.05% 606
2018
Q2 		– Sell
-12,096
Closed -$246K – 1094
2018
Q1 		$246K Sell
12,096
-9,102
-43% -$206K 0.01% 1053
2017
Q4 		$503K Sell
21,198
-11,167
-35% -$258K 0.01% 500
2017
Q3 		$732K Buy
32,365
+19,550
+153% +$438K 0.02% 466
2017
Q2 		$300K Buy
+12,815
New +$292K 0.01% 567
2016
Q2 		– Sell
-942,219
Closed -$13.6M – 317
2016
Q1 		$13.6M Sell
942,219
-708,588
-43% -$9.97M 0.15% 205
2015
Q4 		$25.7M Buy
+1,650,807
New +$27.6M 0.23% 170
2014
Q3 		– Sell
-213,557
Closed -$5.01M – 673
2014
Q2 		$5.01M Buy
+213,557
New +$4.96M 0.03% 381

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

Winton Group's JEF Position: Q2 2026 in Review

Winton Group reduced its Jefferies Financial Group (JEF) stake by 37% in Q2 2026, selling an estimated $512K and leaving 16,770 shares worth $838K. The position accounts for 0.03% of the portfolio, ranked #548.

Winton Group first reported a position in JEF in Q2 2014 and has held it in 21 quarters since. The position peaked at $25.7M in Q4 2015. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Winton Group held 16,770 shares of Jefferies Financial Group worth $838K as of Q2 2026.
  • Winton Group sold 9,933 Jefferies Financial Group shares in Q2 2026, an estimated $512K.
  • Jefferies Financial Group made up 0.03% of Winton Group's portfolio in Q2 2026, its #548 holding.
  • Winton Group first reported a position in Jefferies Financial Group in Q2 2014 and has held it in 21 quarters since.
  • Winton Group's Jefferies Financial Group position peaked at $25.7M in Q4 2015.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.