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 Q3	$3.8M	Sell	83,016 -57,894	-41%	-$3.06M	0.08%	334
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 $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Y-Intercept (HK)'s JEF Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Jefferies Financial Group (JEF) stake by 41% in Q3 2026, selling an estimated $3.06M and leaving 83,016 shares worth $3.8M. The position accounts for 0.08% of the portfolio, ranked #334.

Y-Intercept (HK) first reported a position in JEF in Q4 2020 and has held it in 15 quarters since. The position peaked at $7.04M in Q2 2026. 88 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Y-Intercept (HK) held 83,016 shares of Jefferies Financial Group worth $3.8M as of Q3 2026.
Y-Intercept (HK) sold 57,894 Jefferies Financial Group shares in Q3 2026, an estimated $3.06M.
Jefferies Financial Group made up 0.08% of Y-Intercept (HK)'s portfolio in Q3 2026, its #334 holding.
Y-Intercept (HK) first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 15 quarters since.
Y-Intercept (HK)'s Jefferies Financial Group position peaked at $7.04M in Q2 2026.
88 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.