Albion Financial Group’s Jefferies Financial Group JEF Stock Holding History

Albion Financial Group’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 Q2	$63K	Hold	1,260	–	–	﹤0.01%	265
2026 Q1	$52K	Hold	1,260	–	–	﹤0.01%	264
2025 Q4	$78.1K	Hold	1,260	–	–	﹤0.01%	222
2025 Q3	$82.4K	Hold	1,260	–	–	0.01%	214
2025 Q2	$68.9K	Hold	1,260	–	–	﹤0.01%	217
2025 Q1	$67.5K	Hold	1,260	–	–	﹤0.01%	227
2024 Q4	$98.8K	Hold	1,260	–	–	0.01%	205
2024 Q3	$77.6K	Hold	1,260	–	–	0.01%	223
2024 Q2	$62.7K	Hold	1,260	–	–	﹤0.01%	232
2024 Q1	$55.6K	Hold	1,260	–	–	﹤0.01%	220
2023 Q4	$50.9K	Hold	1,260	–	–	﹤0.01%	225
2023 Q3	$46.2K	Hold	1,260	–	–	﹤0.01%	216
2023 Q2	$41.8K	Hold	1,260	–	–	﹤0.01%	230
2023 Q1	$40K	Sell	1,260 -58	-4%	-$2.1K	﹤0.01%	219
2022 Q4	$43.2K	Hold	1,318	–	–	﹤0.01%	218
2022 Q3	$37K	Hold	1,318	–	–	﹤0.01%	227
2022 Q2	$35K	Hold	1,318	–	–	﹤0.01%	233
2022 Q1	$41K	Hold	1,318	–	–	﹤0.01%	267
2021 Q4	$49K	Hold	1,318	–	–	﹤0.01%	285
2021 Q3	$47K	Hold	1,318	–	–	﹤0.01%	255
2021 Q2	$43K	Buy	+1,318	New	+$40.2K	﹤0.01%	268
2020 Q4	$31K	Buy	+1,318	New	+$27.7K	﹤0.01%	282

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Albion Financial Group's JEF Position: Q2 2026 in Review

Albion Financial Group held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 1,260 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Albion Financial Group first reported a position in JEF in Q4 2020 and has held it in 22 quarters since. The position peaked at $98.8K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Albion Financial Group held 1,260 shares of Jefferies Financial Group worth $63K as of Q2 2026.
Albion Financial Group left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #265 holding.
Albion Financial Group first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 22 quarters since.
Albion Financial Group's Jefferies Financial Group position peaked at $98.8K in Q4 2024.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.