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Annis Gardner Whiting Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-174
Closed -$10.8K – 1363
2025
Q4 		$10.8K Hold
174
– – ﹤0.01% 765
2025
Q3 		$11.4K Hold
174
– – ﹤0.01% 688
2025
Q2 		$9.52K Hold
174
– – ﹤0.01% 727
2025
Q1 		$9.32K Hold
174
– – ﹤0.01% 550
2024
Q4 		$13.6K Hold
174
– – ﹤0.01% 493
2024
Q3 		$10.7K Hold
174
– – ﹤0.01% 540
2024
Q2 		$8.66K Hold
174
– – ﹤0.01% 703
2024
Q1 		$7.67K Hold
174
– – ﹤0.01% 706
2023
Q4 		$7.03K Hold
174
– – ﹤0.01% 508
2023
Q3 		$6.37K Buy
+174
New +$6.23K ﹤0.01% 506

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

Annis Gardner Whiting Capital Advisors's JEF Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 174 shares — an estimated $10.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in JEF in Q3 2023 and held it in 10 quarters. The position peaked at $13.6K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 174 Jefferies Financial Group shares in Q1 2026, an estimated $10.8K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Jefferies Financial Group in Q3 2023 and held it in 10 quarters.
  • Annis Gardner Whiting Capital Advisors's Jefferies Financial Group position peaked at $13.6K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.