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

Yousif 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	$2.36M	Sell	47,265 -3,123	-6%	-$161K	0.03%	602
2026 Q1	$2.08M	Sell	50,388 -2,764	-5%	-$143K	0.02%	648
2025 Q4	$3.25M	Sell	53,152 -1,070	-2%	-$61.3K	0.04%	478
2025 Q3	$3.55M	Sell	54,222 -3,348	-6%	-$204K	0.04%	453
2025 Q2	$3.15M	Sell	57,570 -1,365	-2%	-$67.6K	0.03%	500
2025 Q1	$3.16M	Sell	58,935 -1,441	-2%	-$97.8K	0.04%	475
2024 Q4	$4.73M	Sell	60,376 -2,338	-4%	-$168K	0.05%	334
2024 Q3	$3.86M	Sell	62,714 -11,710	-16%	-$664K	0.04%	421
2024 Q2	$3.7M	Sell	74,424 -6,531	-8%	-$293K	0.04%	432
2024 Q1	$3.57M	Sell	80,955 -1,456	-2%	-$60.6K	0.04%	487
2023 Q4	$3.33M	Sell	82,411 -6,054	-7%	-$214K	0.04%	522
2023 Q3	$3.24M	Sell	88,465 -9,100	-9%	-$326K	0.04%	489
2023 Q2	$3.24M	Sell	97,565 -1,368	-1%	-$42.7K	0.04%	507
2023 Q1	$3.14M	Sell	98,933 -6,831	-6%	-$247K	0.04%	502
2022 Q4	$3.47M	Sell	105,764 -2,562	-2%	-$85.1K	0.05%	452
2022 Q3	$3.06M	Sell	108,326 -12,812	-11%	-$388K	0.04%	466
2022 Q2	$3.2M	Buy	121,138 +857	+0.7%	+$25.3K	0.04%	495
2022 Q1	$3.78M	Sell	120,281 -115	-0.1%	-$3.9K	0.04%	500
2021 Q4	$4.47M	Buy	+120,396	New	+$4.64M	0.05%	444

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

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

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

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

Yousif Capital Management reduced its Jefferies Financial Group (JEF) stake by 6.2% in Q2 2026, selling an estimated $161K and leaving 47,265 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #602.

Yousif Capital Management first reported a position in JEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.73M in Q4 2024. 95 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Yousif Capital Management held 47,265 shares of Jefferies Financial Group worth $2.36M as of Q2 2026.
Yousif Capital Management sold 3,123 Jefferies Financial Group shares in Q2 2026, an estimated $161K.
Jefferies Financial Group made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #602 holding.
Yousif Capital Management first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Jefferies Financial Group position peaked at $4.73M in Q4 2024.
95 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.