What smart money is saying about Jefferies Financial Group Inc.
No fund has written a full thesis on Jefferies Financial Group Inc. in our archive, but 9 fund letters report a position in it, most recently Royal London AM RLPPC UK Corporate Bond Fund in September 2026.
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Fund signal · last 12 months
9 lettersMore funds are buying than selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2025 and Q3 2026, 9 fund letters reported a position in Jefferies Financial Group Inc., with 5 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 7 | 5 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 9 positions · 5 moves
- September 2026
“In the banks and financials sector, as well as adding new issues of senior bonds from favoured names such as UBS and HSBC we also added geographic diversification through senior bonds from Macquarie Group and the Montreal-based Desjardins Group, North America’s largest federation of credit unions, and a new senior euro-denominated bond from US investment bank Jeffries Group – this being the debut euro issue for the company and hence available at attractive levels.”
Jefferies Financial Group Inc. - September 2026
“In the banks and financials sector, as well as adding new issues of senior bonds from favoured names such as UBS and HSBC we also added geographic diversification through a new senior euro-denominated bond from US investment bank Jeffries Group – this being the debut euro issue for the company and hence available at attractive levels.”
Jefferies Financial Group Inc. - September 2026
“In the banks and financials sector, as well as adding new issues of senior bonds from favoured names such as UBS and HSBC we also added geographic diversification through senior bonds from Macquarie Group and the Montreal-based Desjardins Group, North America’s largest federation of credit unions, and a new senior euro-denominated bond from US investment bank Jeffries Group – this being the debut euro issue for the company and hence available at attractive levels.”
Jefferies Financial Group Inc. - HoldsFPA Crescent FundSeptember 2026
“Jefferies Financial Group detracted from performance despite continued momentum in its core investment banking and capital markets businesses.”
Jefferies Financial Group Inc. - September 2026
Listed in Baron Focused Growth Fund’s reported holdings.
Jefferies Financial Group Inc. - New positionDNCA Invest EuroseSeptember 2026
“Leasys, Mileway, Jefferies, Hines European Core Fund and SIXT in July;”
Jefferies Financial Group Inc. - July 2026
“Despite a slowdown in primary markets in July, following typical seasonal effects, the fund remained active. Of interest, the fund took part in a new senior secured issue from automobile services provider the AA, with the issuer also redeeming its shorter dated bonds at a premium to market pricing. In the secondary market, we added to existing holdings in ICSL, backed by UK student loans. Within financials, we added a new issue euro senior bond from US investment bank Jeffries Group, while also adding subordinated bonds from UK mortgage bank Paragon.”
Jefferies Financial Group Inc. - June 2026
Listed in Baron Focused Growth Fund’s reported holdings.
Jefferies Financial Group Inc. - HoldsThe GoodHaven FundDecember 2025
“Our next biggest decliner in the period was long-term winner Jefferies.”
Jefferies Financial Group Inc.
Also mentioned · 1
These funds discuss Jefferies Financial Group Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedManole Capital Management Investor NewsletterSeptember 2025
“• 10% David Zervos, Jefferies Chief Marketing Strategist”
Jefferies Financial Group Inc.
Read the letters behind these Jefferies Financial Group Inc. positions
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