Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

JEF

Jefferies Financial Group Inc.Financial ServicesMkt Cap $10.7B

Distillfolio Signals

2026-08-25

Score +0.0209

2026-05-26 → 2026-08-24

Insider

BullishBearish

1 month

-7.0%

2 months

-0.7%

3 months

+0.7%

13F · Hedge Fund

2026-03-31 → 2026-06-30 · top 5 of 31 funds

AQR CAPITAL MANAGEMENT LLC
$215.7M → $421.2M
+$205.4M
TWO SIGMA INVESTMENTS, LP
$116.6M → $160.2M
+$43.6M
Qube Research & Technologies Ltd
$41.5M → exited
-$41.5M
D. E. Shaw & Co., Inc.
$108.0M → $139.4M
+$31.4M
MARSHALL WACE, LLP
$23.3M → $959K
-$22.3M

13F · Asset Manager

2026-03-31 → 2026-06-30 · top 5 of 48 managers

BlackRock, Inc.
$724.5M → $834.9M
+$110.4M
ALLIANCEBERNSTEIN L.P.
$235.0M → $138.2M
-$96.8M
FIRST TRUST ADVISORS LP
$7.3M → $46.4M
+$39.1M
DIMENSIONAL FUND ADVISORS LP
$110.0M → $143.3M
+$33.2M
FMR LLC
$35.5M → $7.1M
-$28.4M

13F · Other Institutional

2026-03-31 → 2026-06-30 · top 5 of 42 institutions

NORGES BANK
Bank
$0.0M → $132.3M
+$132.3M
STATE STREET CORP
Bank
$201.9M → $248.1M
+$46.2M
UBS Group AG
Bank
$37.5M → $78.1M
+$40.6M
MORGAN STANLEY
Bank
$116.1M → $144.8M
+$28.7M
GOLDMAN SACHS GROUP INC
Bank
$44.1M → $63.2M
+$19.1M

Analyst Ratings

—

No analyst ratings

Price Momentum

2025-08-22 → 2026-08-24

1 month
from 2026-07-27
-7.0%
3 months
from 2026-05-26
+0.7%
6 months
from 2026-02-24
+4.8%
9 months
from 2025-11-20
-1.0%
12 months
from 2025-08-22
-14.5%

Short Interest

2026-05-29 → 2026-07-31 · 5 periods

2026-07-31
5.08M shares short
2.57d
-0.29d
2026-07-15
4.66M shares short
2.86d
+1.69d
2026-06-30
4.45M shares short
1.17d
-1.75d
2026-06-15
4.77M shares short
2.92d
+0.43d
2026-05-29
4.34M shares short
2.49d

Insider Transactions

2026-07-15 · 1 most recent transactions

BuyOther
Sumitomo Mitsui Financial Group, Inc.
2026-07-15
$642.7M

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF