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Ameritas Investment Partners’s Jefferies Financial Group JEF Stock Holding History

Ameritas Investment Partners’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 		$1.92M Buy
46,617
+218
+0.5% +$11.3K 0.06% 358
2025
Q4 		$2.88M Sell
46,399
-2,090
-4% -$120K 0.09% 218
2025
Q3 		$3.17M Sell
48,489
-2,253
-4% -$137K 0.1% 195
2025
Q2 		$2.78M Sell
50,742
-398
-0.8% -$19.7K 0.09% 228
2025
Q1 		$2.74M Buy
51,140
+18,623
+57% +$1.26M 0.09% 203
2024
Q4 		$2.55M Sell
32,517
-788
-2% -$56.7K 0.08% 241
2024
Q3 		$2.05M Sell
33,305
-2,776
-8% -$157K 0.07% 323
2024
Q2 		$1.8M Sell
36,081
-1,089
-3% -$48.9K 0.06% 347
2024
Q1 		$1.64M Hold
37,170
– – 0.06% 419
2023
Q4 		$1.5M Sell
37,170
-2,467
-6% -$87.3K 0.05% 437
2023
Q3 		$1.45M Sell
39,637
-6,993
-15% -$251K 0.06% 399
2023
Q2 		$1.55M Buy
46,630
+568
+1% +$17.7K 0.06% 401
2023
Q1 		$1.46M Sell
46,062
-3,429
-7% -$124K 0.06% 414
2022
Q4 		$1.83M Sell
49,491
-534
-1% -$17.7K 0.07% 318
2022
Q3 		$1.41M Sell
50,025
-4,039
-7% -$122K 0.06% 370
2022
Q2 		$1.43M Hold
54,064
– – 0.06% 390
2022
Q1 		$1.7M Sell
54,064
-694
-1% -$23.6K 0.06% 383
2021
Q4 		$2.03M Hold
54,758
– – 0.07% 330
2021
Q3 		$1.94M Sell
54,758
-1,800
-3% -$60.2K 0.07% 318
2021
Q2 		$1.85M Sell
56,558
-1,513
-3% -$46.2K 0.07% 336
2021
Q1 		$1.67M Sell
58,071
-1,742
-3% -$47.5K 0.06% 364
2020
Q4 		$1.41M Sell
59,813
-4,139
-6% -$86.9K 0.06% 392
2020
Q3 		$1.1M Sell
63,952
-4,380
-6% -$71.7K 0.05% 424
2020
Q2 		$1.02M Sell
68,332
-1,478
-2% -$19.8K 0.05% 453
2020
Q1 		$912K Sell
69,810
-4,707
-6% -$89.9K 0.05% 408
2019
Q4 		$1.52M Hold
74,517
– – 0.07% 336
2019
Q3 		$1.31M Buy
74,517
+69,418
+1,361% +$1.24M 0.06% 397
2019
Q2 		$88K Sell
5,099
-851
-14% -$14.6K ﹤0.01% 1581
2019
Q1 		$100K Hold
5,950
– – ﹤0.01% 1475
2018
Q4 		$92K Hold
5,950
– – 0.01% 1441
2018
Q3 		$117K Sell
5,950
-717
-11% -$14.9K 0.01% 1450
2018
Q2 		$136K Sell
6,667
-1,141
-15% -$23.9K 0.01% 1322
2018
Q1 		$159K Hold
7,808
– – 0.01% 1203
2017
Q4 		$185K Sell
7,808
-854
-10% -$19.7K 0.01% 1128
2017
Q3 		$183K Hold
8,662
– – 0.01% 1116
2017
Q2 		$203K Hold
8,662
– – 0.01% 1048
2017
Q1 		$202K Buy
+8,662
New +$194K 0.01% 1052

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

Ameritas Investment Partners's JEF Position: Q1 2026 in Review

Ameritas Investment Partners increased its Jefferies Financial Group (JEF) stake by 0.47% in Q1 2026, buying an estimated $11.3K and bringing the position to 46,617 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #358.

Ameritas Investment Partners first reported a position in JEF in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.17M in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Ameritas Investment Partners held 46,617 shares of Jefferies Financial Group worth $1.92M as of Q1 2026.
  • Ameritas Investment Partners bought 218 Jefferies Financial Group shares in Q1 2026, an estimated $11.3K.
  • Jefferies Financial Group made up 0.06% of Ameritas Investment Partners's portfolio in Q1 2026, its #358 holding.
  • Ameritas Investment Partners first reported a position in Jefferies Financial Group in Q1 2017 and has held it in 37 quarters since.
  • Ameritas Investment Partners's Jefferies Financial Group position peaked at $3.17M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.