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Atomi Financial Group’s Jefferies Financial Group JEF Stock Holding History

Atomi Financial Group’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 		$202K Sell
4,883
-2,207
-31% -$115K 0.01% 1156
2025
Q4 		$439K Buy
7,090
+115
+2% +$6.59K 0.01% 754
2025
Q3 		$456K Buy
6,975
+987
+16% +$60.2K 0.01% 678
2025
Q2 		$327K Sell
5,988
-1,046
-15% -$51.8K 0.01% 769
2025
Q1 		$377K Buy
7,034
+22
+0.3% +$1.49K 0.02% 662
2024
Q4 		$550K Buy
7,012
+352
+5% +$25.3K 0.03% 444
2024
Q3 		$410K Buy
6,660
+1,261
+23% +$71.5K 0.03% 533
2024
Q2 		$269K Buy
5,399
+821
+18% +$36.8K 0.02% 623
2024
Q1 		$202K Buy
+4,578
New +$191K 0.02% 677

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

Atomi Financial Group's JEF Position: Q1 2026 in Review

Atomi Financial Group reduced its Jefferies Financial Group (JEF) stake by 31% in Q1 2026, selling an estimated $115K and leaving 4,883 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #1156.

Atomi Financial Group first reported a position in JEF in Q1 2024 and has held it in 9 quarters since. The position peaked at $550K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Atomi Financial Group held 4,883 shares of Jefferies Financial Group worth $202K as of Q1 2026.
  • Atomi Financial Group sold 2,207 Jefferies Financial Group shares in Q1 2026, an estimated $115K.
  • Jefferies Financial Group made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1156 holding.
  • Atomi Financial Group first reported a position in Jefferies Financial Group in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's Jefferies Financial Group position peaked at $550K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.