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Yelin Lapidot Holdings Management’s Jefferies Financial Group JEF Stock Holding History

Yelin Lapidot Holdings 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 		$432K Hold
8,652
– – 0.08% 71
2026
Q1 		$357K Hold
8,652
– – 0.07% 74
2025
Q4 		$536K Hold
8,652
– – 0.11% 69
2025
Q3 		$566K Hold
8,652
– – 0.12% 68
2025
Q2 		$473K Hold
8,652
– – 0.09% 73
2025
Q1 		$463K Hold
8,652
– – 0.09% 71
2024
Q4 		$678K Hold
8,652
– – 0.12% 67
2024
Q3 		$533K Hold
8,652
– – 0.09% 68
2024
Q2 		$431K Hold
8,652
– – 0.08% 70
2024
Q1 		$382K Hold
8,652
– – 0.08% 73
2023
Q4 		$350K Hold
8,652
– – 0.08% 70
2023
Q3 		$319K Buy
+8,652
New +$310K 0.08% 71

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

Yelin Lapidot Holdings Management's JEF Position: Q2 2026 in Review

Yelin Lapidot Holdings Management held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 8,652 shares worth $432K. The position accounts for 0.08% of the portfolio, ranked #71.

Yelin Lapidot Holdings Management first reported a position in JEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $678K in Q4 2024. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Yelin Lapidot Holdings Management held 8,652 shares of Jefferies Financial Group worth $432K as of Q2 2026.
  • Yelin Lapidot Holdings Management left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up 0.08% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #71 holding.
  • Yelin Lapidot Holdings Management first reported a position in Jefferies Financial Group in Q3 2023 and has held it in 12 quarters since.
  • Yelin Lapidot Holdings Management's Jefferies Financial Group position peaked at $678K in Q4 2024.
  • 589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.