SUMITOMO MITSUI FINANCIAL GROUP, INC. JEF — JEFFERIES FINL GROUP INC

Ownership history in SUMITOMO MITSUI FINANCIAL GROUP, INC.  ·  13 quarters on record

AI Ownership Summary

SUMITOMO MITSUI FINANCIAL GROUP, INC. reported JEFFERIES FINL GROUP INC (JEF) in 13 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 10.61% in 2025 Q3. The latest visible filing shows JEF at 7.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMITOMO MITSUI FINANCIAL GROUP, INC.'s position in JEFFERIES FINL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JEF was reported at 7.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.61% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JEF stock page SUMITOMO MITSUI FINANCIAL GROUP, INC. fund profile SUMITOMO MITSUI FINANCIAL GROUP, INC. full holdings
How SUMITOMO MITSUI FINANCIAL GROUP, INC. held JEF — position size vs. price
% of Fund (quarterly)    JEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 9,247,081 — 0% 7.73% $381.6M 2026-05-14 $52.54
2025 Q4 UNCHANGED — — — 9,247,081 — 0% 10.14% $573.0M 2026-02-12 $53.27
2025 Q3 UNCHANGED — — — 9,247,081 — 0% 10.61% $604.9M 2025-11-12 $58.09
2025 Q2 UNCHANGED — — — 9,247,081 — 0% 8.24% $505.7M 2025-08-13 $61.19
2025 Q1 UNCHANGED — — — 9,247,081 — 0% 9.07% $495.4M 2025-05-14 $52.29
2024 Q4 REDUCED 11.9% -31.3% ✅ 9,247,081 -1,252,919 -11.9% 9.66% $725.0M 2025-02-13 $67.96
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JEF

As of 2026 Q1 — sorted by position size

Moerus Capital Management LLC 3Y 7Y 11.84% MASSACHUSETTS MUTUAL LIFE INSURANCE CO 3Y 7Y 8.86% GoodHaven Capital Management, LLC 3Y 7Y 6.4% Merrion Investment Management Co, LLC 3Y 4.41% VALUEWORKS LLC 3Y 7Y 4.14% Mraz, Amerine & Associates, Inc. 3Y 7Y 3.74% Alessandra Capital Management, LLC 3.58% Chou Associates Management Inc. 3Y 7Y 2.93% Rock Point Advisors, LLC 3Y 7Y 2.63% Ervin Investment Management, LLC 3Y 2.18%

FAQ About SUMITOMO MITSUI FINANCIAL GROUP, INC. and JEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has SUMITOMO MITSUI FINANCIAL GROUP, INC. reported owning JEF?

SUMITOMO MITSUI FINANCIAL GROUP, INC. reported JEF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JEF position in SUMITOMO MITSUI FINANCIAL GROUP, INC.'s portfolio?

The largest reported portfolio weight for JEF was 10.61% in 2025 Q3.

What is the latest reported JEF position on this page?

The most recent filing on this page is 2026 Q1, when SUMITOMO MITSUI FINANCIAL GROUP, INC. reported 9,247,081 shares, equal to 7.73% of portfolio, with an estimated market value of $381.6M.

What does the chart on this JEF ownership page compare?

The chart compares SUMITOMO MITSUI FINANCIAL GROUP, INC.'s quarterly JEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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