Y-Intercept (HK)’s Jefferies Financial Group JEF Stock Holding History

Y-Intercept (HK)’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	$7.04M	Buy	140,910 +47,646	+51%	+$2.46M	0.14%	176
2026 Q1	$3.85M	Buy	93,264 +54,753	+142%	+$2.84M	0.07%	430
2025 Q4	$2.39M	Buy	38,511 +62	+0.2%	+$3.55K	0.05%	539
2025 Q3	$2.52M	Buy	38,449 +26,600	+224%	+$1.62M	0.06%	487
2025 Q2	$648K	Sell	11,849 -52,205	-82%	-$2.58M	0.02%	1107
2025 Q1	$3.43M	Buy	64,054 +50,409	+369%	+$3.42M	0.23%	94
2024 Q4	$1.07M	Buy	+13,645	New	+$982K	0.07%	399
2024 Q2	–	Sell	-26,496	Closed	-$1.17M	–	1640
2024 Q1	$1.17M	Buy	+26,496	New	+$1.1M	0.09%	325
2023 Q2	–	Sell	-9,120	Closed	-$289K	–	1499
2023 Q1	$289K	Sell	9,120 -19,158	-68%	-$692K	0.03%	792
2022 Q4	$927K	Sell	28,278 -3,111	-10%	-$103K	0.14%	218
2022 Q3	$885K	Buy	+31,389	New	+$950K	0.09%	331
2021 Q3	–	Sell	-33,628	Closed	-$1.1M	–	780
2021 Q2	$1.1M	Buy	33,628 +21,559	+179%	+$658K	0.28%	82
2021 Q1	$358K	Buy	12,069 +2,230	+23%	+$60.8K	0.1%	337
2020 Q4	$227K	Buy	+9,839	New	+$206K	0.1%	417

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

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

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

LDB

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

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Y-Intercept (HK)'s JEF Position: Q2 2026 in Review

Y-Intercept (HK) increased its Jefferies Financial Group (JEF) stake by 51% in Q2 2026, buying an estimated $2.46M and bringing the position to 140,910 shares worth $7.04M. The position accounts for 0.14% of the portfolio, ranked #176.

Y-Intercept (HK) first reported a position in JEF in Q4 2020 and has held it in 14 quarters since. 92 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Y-Intercept (HK) held 140,910 shares of Jefferies Financial Group worth $7.04M as of Q2 2026.
Y-Intercept (HK) bought 47,646 Jefferies Financial Group shares in Q2 2026, an estimated $2.46M.
Jefferies Financial Group made up 0.14% of Y-Intercept (HK)'s portfolio in Q2 2026, its #176 holding.
Y-Intercept (HK) first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 14 quarters since.
92 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.