Back to JEF
PRINCIPAL FINANCIAL GROUP INC → JEF
PRINCIPAL FINANCIAL GROUP INC JEF Position History
Jefferies Financial Group Inc. • Financial Services
Quarters held
14
Latest value
$99K
Q3 2026
Peak value
$82M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $82M |
| Q3 2025 | $14.1M |
| Q3 2025 | $353K |
| Q4 2025 | $255K |
| Q4 2025 | $21.7M |
| Q4 2025 | $550K |
| Q1 2026 | $211K |
| Q1 2026 | $571 |
| Q1 2026 | $15M |
| Q2 2026 | $692 |
| Q2 2026 | $18.5M |
| Q2 2026 | $82K |
| Q3 2026 | $16M |
| Q3 2026 | $99K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $99K | 2.2K | — | — |
| Q3 2026 | $16M | 349.2K | — | — |
| Q2 2026 | $82K | 1.6K | — | — |
| Q2 2026 | $18.5M | 369.6K | — | — |
| Q2 2026 | $692 | 14 | — | — |
| Q1 2026 | $15M | 364.6K | — | — |
| Q1 2026 | $571 | 14 | — | — |
| Q1 2026 | $211K | 5.1K | — | — |
| Q4 2025 | $550K | 8.9K | — | — |
| Q4 2025 | $21.7M | 350.4K | — | — |
| Q4 2025 | $255K | 4.1K | — | — |
| Q3 2025 | $353K | 5.4K | — | — |
| Q3 2025 | $14.1M | 216.3K | — | — |
| Q3 2025 | $82M | 1.25M | — | — |
Other funds holding JEF
$896.1M
$837.3M
$804.5M
$803.8M
$468.1M
$418.6M
$399.9M
$398.7M