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Ancora Advisors’s Jefferies Financial Group JEF Stock Holding History

Ancora Advisors’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 		$582K Buy
14,094
+84
+0.6% +$4.36K 0.01% 495
2025
Q4 		$868K Sell
14,010
-165
-1% -$9.46K 0.02% 428
2025
Q3 		$927K Hold
14,175
– – 0.02% 436
2025
Q2 		$775K Sell
14,175
-500
-3% -$24.8K 0.02% 456
2025
Q1 		$786K Sell
14,675
-100
-0.7% -$6.79K 0.02% 437
2024
Q4 		$1.16M Sell
14,775
-325
-2% -$23.4K 0.03% 361
2024
Q3 		$929K Sell
15,100
-75
-0.5% -$4.25K 0.02% 404
2024
Q2 		$755K Hold
15,175
– – 0.02% 433
2024
Q1 		$669K Sell
15,175
-725
-5% -$30.2K 0.02% 461
2023
Q4 		$643K Sell
15,900
-25
-0.2% -$884 0.02% 460
2023
Q3 		$583K Buy
15,925
+825
+5% +$29.6K 0.02% 444
2023
Q2 		$501K Hold
15,100
– – 0.01% 470
2023
Q1 		$479K Sell
15,100
-695
-4% -$25.1K 0.01% 481
2022
Q4 		$518K Buy
15,795
+6,276
+66% +$209K 0.01% 476
2022
Q3 		$268K Buy
9,519
+680
+8% +$20.6K 0.01% 658
2022
Q2 		$233K Buy
8,839
+549
+7% +$16.2K 0.01% 724
2022
Q1 		$260K Sell
8,290
-313
-4% -$10.6K 0.01% 724
2021
Q4 		$319K Buy
8,603
+2,667
+45% +$103K 0.01% 667
2021
Q3 		$211K Buy
5,936
+2,693
+83% +$90.1K 0.01% 776
2021
Q2 		$106K Sell
3,243
-313
-9% -$9.55K ﹤0.01% 892
2021
Q1 		$102K Sell
3,556
-419
-11% -$11.4K ﹤0.01% 869
2020
Q4 		$93K Hold
3,975
– – ﹤0.01% 763
2020
Q3 		$68K Sell
3,975
-1,673
-30% -$27.4K ﹤0.01% 796
2020
Q2 		$84K Sell
5,648
-837
-13% -$11.2K ﹤0.01% 748
2020
Q1 		$85K Hold
6,485
– – ﹤0.01% 806
2019
Q4 		$132K Buy
+6,485
New +$123K ﹤0.01% 730
2019
Q1 		– Sell
-12,931
Closed -$201K – 606
2018
Q4 		$201K Sell
12,931
-10,529
-45% -$193K 0.01% 559
2018
Q3 		$461K Sell
23,460
-442
-2% -$9.21K 0.02% 500
2018
Q2 		$486K Sell
23,902
-670
-3% -$14K 0.02% 490
2018
Q1 		$500K Buy
24,572
+1,587
+7% +$36K 0.02% 471
2017
Q4 		$545K Buy
22,985
+3,240
+16% +$74.7K 0.03% 420
2017
Q3 		$447K Sell
19,745
-1,648
-8% -$36.9K 0.03% 481
2017
Q2 		$501K Hold
21,393
– – 0.03% 423
2017
Q1 		$498K Hold
21,393
– – 0.03% 411
2016
Q4 		$445K Buy
+21,393
New +$400K 0.03% 419
2016
Q2 		– Sell
-30,162
Closed -$437K – 531
2016
Q1 		$437K Sell
30,162
-31,834
-51% -$448K 0.05% 324
2015
Q4 		$965K Buy
61,996
+5,027
+9% +$84.1K 0.12% 196
2015
Q3 		$1.03M Hold
56,969
– – 0.13% 200
2015
Q2 		$1.24M Buy
+56,969
New +$1.22M 0.15% 185
2015
Q1 		– Sell
-56,969
Closed -$1.18M – 193
2014
Q4 		$1.14M Sell
56,969
-5,586
-9% -$115K 0.14% 192
2014
Q3 		$1.33M Buy
62,555
+6,703
+12% +$151K 0.17% 150
2014
Q2 		$1.31M Buy
55,852
+5,362
+11% +$124K 0.17% 159
2014
Q1 		$1.26M Sell
50,490
-1,117
-2% -$27.6K 0.18% 152
2013
Q4 		$1.31M Buy
51,607
+6,844
+15% +$173K 0.2% 140
2013
Q3 		$1.09M Buy
44,763
+1,678
+4% +$40.2K 0.19% 144
2013
Q2 		$1.01M Buy
+43,085
New +$1.13M 0.17% 149

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

Ancora Advisors's JEF Position: Q1 2026 in Review

Ancora Advisors increased its Jefferies Financial Group (JEF) stake by 0.6% in Q1 2026, buying an estimated $4.36K and bringing the position to 14,094 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #495.

Ancora Advisors first reported a position in JEF in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.33M in Q3 2014. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Ancora Advisors held 14,094 shares of Jefferies Financial Group worth $582K as of Q1 2026.
  • Ancora Advisors bought 84 Jefferies Financial Group shares in Q1 2026, an estimated $4.36K.
  • Jefferies Financial Group made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #495 holding.
  • Ancora Advisors first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 46 quarters since.
  • Ancora Advisors's Jefferies Financial Group position peaked at $1.33M in Q3 2014.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.