AF
JEF icon

Alerus Financial’s Jefferies Financial Group JEF Stock Holding History

Alerus 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 Sell
3
-445
-99% -$23.1K ﹤0.01% 499
2025
Q4 		$27.8K Sell
448
-50
-10% -$2.87K ﹤0.01% 276
2025
Q3 		$32.6K Sell
498
-80
-14% -$4.88K ﹤0.01% 288
2025
Q2 		$31.6K Buy
+578
New +$28.6K ﹤0.01% 274

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

Alerus Financial's JEF Position: Q1 2026 in Review

Alerus Financial reduced its Jefferies Financial Group (JEF) stake by 99% in Q1 2026, selling an estimated $23.1K and leaving 3 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Alerus Financial first reported a position in JEF in Q2 2025 and has held it in 4 quarters since. The position peaked at $32.6K in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Alerus Financial held 3 shares of Jefferies Financial Group worth $124 as of Q1 2026.
  • Alerus Financial sold 445 Jefferies Financial Group shares in Q1 2026, an estimated $23.1K.
  • Jefferies Financial Group made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #499 holding.
  • Alerus Financial first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 4 quarters since.
  • Alerus Financial's Jefferies Financial Group position peaked at $32.6K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.