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 $9.0B

Distillfolio Signals

2026-10-10

Score +0.0011

2026-07-14 → 2026-10-09

Analyst

Insider

BullishNeutralBearish

1 month

-14.6%

2 months

-18.4%

3 months

-17.1%

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 53 managers

VANGUARD PORTFOLIO MANAGEMENT LLC
$0.0M → $355.3M
+$355.3M
BlackRock, Inc.
$724.5M → $834.9M
+$110.4M
ALLIANCEBERNSTEIN L.P.
$235.0M → $138.2M
-$96.8M
VANGUARD CAPITAL MANAGEMENT LLC
$277.1M → $334.5M
+$57.4M
VANGUARD FIDUCIARY TRUST CO
$0.0M → $50.8M
+$50.8M

13F · Other Institutional

2026-03-31 → 2026-06-30 · top 5 of 44 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

2026-09-29 · 60d ·2 Bullish0 Bearish3 Neutral

Bullish
Oppenheimer
2026-09-29
Outperform
Neutral
Morgan Stanley
2026-09-29
Equal-Weight
Bullish
Goldman Sachs
2026-09-29
Buy
Neutral
BMO Capital
2026-09-29
Market Perform
Neutral
UBS
2026-09-11
Neutral

Price Momentum

2025-10-09 → 2026-10-09

1 month
from 2026-09-11
-14.6%
3 months
from 2026-07-14
-17.1%
6 months
from 2026-04-13
-2.5%
9 months
from 2026-01-09
-27.1%
12 months
from 2025-10-09
-13.8%

Short Interest

2026-06-30 → 2026-08-31 · 5 periods

2026-08-31
6.98M shares short
4.04d
+1.25d
2026-08-14
5.32M shares short
2.79d
+0.22d
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

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