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Aspiriant LLC’s Jefferies Financial Group JEF Stock Holding History

Aspiriant LLC’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 		$251K Sell
6,073
-76
-1% -$3.94K 0.01% 307
2025
Q4 		$381K Buy
6,149
+76
+1% +$4.36K 0.01% 246
2025
Q3 		$397K Sell
6,073
-31
-0.5% -$1.89K 0.01% 222
2025
Q2 		$334K Sell
6,104
-31
-0.5% -$1.53K 0.01% 239
2025
Q1 		$329K Buy
6,135
+59
+1% +$4K 0.01% 226
2024
Q4 		$476K Buy
6,076
+2
+0% +$144 0.02% 193
2024
Q3 		$374K Hold
6,074
– – 0.01% 210
2024
Q2 		$302K Sell
6,074
-169
-3% -$7.58K 0.01% 228
2024
Q1 		$275K Hold
6,243
– – 0.01% 261
2023
Q4 		$252K Hold
6,243
– – 0.01% 263
2023
Q3 		$229K Buy
6,243
+170
+3% +$6.09K 0.01% 254
2023
Q2 		$201K Buy
+6,073
New +$190K 0.01% 274
2023
Q1 		– Sell
-6,352
Closed -$208K – 287
2022
Q4 		$208K Buy
+6,352
New +$211K 0.01% 259
2022
Q2 		– Sell
-6,413
Closed -$201K – 284
2022
Q1 		$201K Sell
6,413
-64
-1% -$2.17K 0.01% 266
2021
Q4 		$240K Buy
+6,477
New +$249K 0.01% 246

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

Aspiriant LLC's JEF Position: Q1 2026 in Review

Aspiriant LLC reduced its Jefferies Financial Group (JEF) stake by 1.2% in Q1 2026, selling an estimated $3.94K and leaving 6,073 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #307.

Aspiriant LLC first reported a position in JEF in Q4 2021 and has held it in 15 quarters since. The position peaked at $476K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Aspiriant LLC held 6,073 shares of Jefferies Financial Group worth $251K as of Q1 2026.
  • Aspiriant LLC sold 76 Jefferies Financial Group shares in Q1 2026, an estimated $3.94K.
  • Jefferies Financial Group made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #307 holding.
  • Aspiriant LLC first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 15 quarters since.
  • Aspiriant LLC's Jefferies Financial Group position peaked at $476K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.