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

2026-07-11

Score +0.0020

2026-04-10 → 2026-07-10

Analyst

Insider

BullishNeutralBearish

1 month

-10.0%

2 months

+0.1%

3 months

+14.7%

13F · Hedge Fund

2025-12-31 → 2026-03-31 · top 5 of 34 funds

Alyeska Investment Group, L.P.
$246.2M → exited
-$246.2M
EMINENCE CAPITAL, LP
$236.3M → exited
-$236.3M
TWO SIGMA INVESTMENTS, LP
$14.3M → $116.6M
+$102.2M
CITADEL ADVISORS LLC
$91.0M → $28.5M
-$62.5M
D. E. Shaw & Co., Inc.
$68.6M → $108.0M
+$39.4M

13F · Asset Manager

2025-12-31 → 2026-03-31 · top 5 of 49 managers

VANGUARD GROUP INC
$913.1M → exited
-$913.1M
Allspring Global Investments Holdings, LLC
$453.9M → $519K
-$453.4M
BlackRock, Inc.
$1.0B → $724.5M
-$288.8M
Fisher Asset Management, LLC
$131.1M → $611K
-$130.5M
ALLIANCEBERNSTEIN L.P.
$345.6M → $235.0M
-$110.6M

13F · Other Institutional

2025-12-31 → 2026-03-31 · top 5 of 44 institutions

NORGES BANK
Bank
$145.6M → exited
-$145.6M
STATE STREET CORP
Bank
$295.1M → $201.9M
-$93.2M
BANK OF AMERICA CORP /DE/
Bank
$106.8M → $32.0M
-$74.8M
GOLDMAN SACHS GROUP INC
Bank
$109.2M → $44.1M
-$65.1M
JPMORGAN CHASE & CO
Bank
$121.5M → $75.5M
-$45.9M

Analyst Ratings

2026-06-25 · 60d ·1 Bullish0 Bearish3 Neutral

Neutral
UBS
2026-06-25
Neutral
Bullish
Oppenheimer
2026-06-25
Outperform
Neutral
Morgan Stanley
2026-06-09
Equal-Weight
Neutral
BMO Capital
2026-06-08
Market Perform

Price Momentum

2025-07-10 → 2026-07-10

1 month
from 2026-06-10
-10.0%
3 months
from 2026-04-10
+14.7%
6 months
from 2026-01-08
-13.4%
9 months
from 2025-10-08
-2.1%
12 months
from 2025-07-10
-3.7%

Short Interest

2026-04-15 → 2026-06-15 · 5 periods

2026-06-15
4.77M shares short
2.92d
+0.43d
2026-05-29
4.34M shares short
2.49d
+0.56d
2026-05-15
4.52M shares short
1.93d
-0.01d
2026-04-30
3.97M shares short
1.94d
-0.27d
2026-04-15
4.59M shares short
2.20d

Insider Transactions

2026-05-06 · 2 most recent transactions

SellPresident
Friedman Brian P
2026-05-06
$51.90219999999999
BuyOther
Sumitomo Mitsui Financial Group, Inc.
2026-05-01
$662.5M

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF