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Advisornet Financial’s Jefferies Financial Group JEF Stock Holding History

Advisornet Financial’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$124 Buy
3
+2
+200% +$104 ﹤0.01% 2188
2025
Q4 		$62 Hold
1
– – ﹤0.01% 2202
2025
Q3 		$65 Hold
1
– – ﹤0.01% 2205
2025
Q2 		$55 Sell
1
-17
-94% -$842 ﹤0.01% 2196
2025
Q1 		$964 Buy
18
+13
+260% +$882 ﹤0.01% 1891
2024
Q4 		$392 Sell
5
-26
-84% -$1.87K ﹤0.01% 1816
2024
Q3 		$1.91K Buy
31
+5
+19% +$284 ﹤0.01% 1766
2024
Q2 		$1.29K Hold
26
– – ﹤0.01% 1739
2024
Q1 		$1.15K Hold
26
– – ﹤0.01% 1724
2023
Q4 		$1.05K Buy
+26
New +$920 ﹤0.01% 1873
2023
Q3 		– Sell
-20
Closed -$663 – 2354
2023
Q2 		$663 Sell
20
-48
-71% -$1.5K ﹤0.01% 1981
2023
Q1 		$2.16K Sell
68
-19
-22% -$686 ﹤0.01% 1687
2022
Q4 		$2.85K Buy
87
+61
+235% +$2.03K ﹤0.01% 1591
2022
Q3 		$1K Buy
26
+16
+160% +$484 ﹤0.01% 1782
2022
Q2 		$0 Buy
+10
New +$296 ﹤0.01% 2012
2022
Q1 		– Sell
-21
Closed -$1K – 2090
2021
Q4 		$1K Buy
+21
New +$809 ﹤0.01% 1935
2019
Q2 		– Sell
-1,589
Closed -$27K – 1743
2019
Q1 		$27K Hold
1,589
– – ﹤0.01% 916
2018
Q4 		$25K Buy
+1,589
New +$29.1K ﹤0.01% 874

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's JEF Position: Q1 2026 in Review

Advisornet Financial increased its Jefferies Financial Group (JEF) stake by 200% in Q1 2026, buying an estimated $104 and bringing the position to 3 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Advisornet Financial first reported a position in JEF in Q4 2018 and has held it in 18 quarters since. The position peaked at $27K in Q1 2019. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Advisornet Financial held 3 shares of Jefferies Financial Group worth $124 as of Q1 2026.
  • Advisornet Financial bought 2 Jefferies Financial Group shares in Q1 2026, an estimated $104.
  • Jefferies Financial Group made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #2188 holding.
  • Advisornet Financial first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 18 quarters since.
  • Advisornet Financial's Jefferies Financial Group position peaked at $27K in Q1 2019.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.