Advisory Services Network’s Jefferies Financial Group JEF Stock Holding History

Advisory Services Network’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	$291K	Buy	7,061 +1,186	+20%	+$61.6K	﹤0.01%	1600
2025 Q4	$364K	Buy	5,875 +65	+1%	+$3.73K	0.01%	1371
2025 Q3	$380K	Hold	5,810	–	–	0.01%	1335
2025 Q2	$335K	Buy	+5,810	New	+$288K	0.01%	1351
2025 Q1	–	Sell	-3,298	Closed	-$259K	–	1684
2024 Q4	$259K	Buy	+3,298	New	+$237K	﹤0.01%	1372
2024 Q1	–	Sell	-3,680	Closed	-$149K	–	2590
2023 Q4	$149K	Sell	3,680 -4,054	-52%	-$143K	﹤0.01%	1432
2023 Q3	$283K	Buy	+7,734	New	+$277K	0.01%	1162
2023 Q2	–	Sell	-3,624	Closed	-$115K	–	2565
2023 Q1	$115K	Sell	3,624 -2	-0.1%	-$72	﹤0.01%	1578
2022 Q4	$119K	Buy	+3,626	New	+$120K	﹤0.01%	1523
2021 Q3	–	Sell	-1,810	Closed	-$59K	–	2358
2021 Q2	$59K	Buy	+1,810	New	+$55.2K	﹤0.01%	1897
2021 Q1	–	Sell	-785	Closed	-$18K	–	2170
2020 Q4	$18K	Sell	785 -489	-38%	-$10.3K	﹤0.01%	2191
2020 Q3	$22K	Buy	+1,274	New	+$20.8K	﹤0.01%	2040
2020 Q2	–	Sell	-337	Closed	-$4K	–	1929
2020 Q1	$4K	Buy	+337	New	+$6.43K	﹤0.01%	2562
2016 Q1	–	Sell	-179	Closed	-$2.52K	–	1731
2015 Q4	$3K	Buy	179 +45	+34%	+$752	﹤0.01%	1260
2015 Q3	$2K	Hold	134	–	–	﹤0.01%	1331
2015 Q2	$3K	Buy	+134	New	+$2.86K	﹤0.01%	1197

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Services Network's JEF Position: Q1 2026 in Review

Advisory Services Network increased its Jefferies Financial Group (JEF) stake by 20% in Q1 2026, buying an estimated $61.6K and bringing the position to 7,061 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Advisory Services Network first reported a position in JEF in Q2 2015 and has held it in 16 quarters since. The position peaked at $380K in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Advisory Services Network held 7,061 shares of Jefferies Financial Group worth $291K as of Q1 2026.
Advisory Services Network bought 1,186 Jefferies Financial Group shares in Q1 2026, an estimated $61.6K.
Jefferies Financial Group made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1600 holding.
Advisory Services Network first reported a position in Jefferies Financial Group in Q2 2015 and has held it in 16 quarters since.
Advisory Services Network's Jefferies Financial Group position peaked at $380K in Q3 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.