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Atria Investments’s Jefferies Financial Group JEF Stock Holding History

Atria Investments’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
-5,549
Closed -$344K – 2107
2025
Q4 		$344K Sell
5,549
-563
-9% -$32.3K ﹤0.01% 1661
2025
Q3 		$400K Buy
6,112
+595
+11% +$36.3K ﹤0.01% 1556
2025
Q2 		$302K Buy
+5,517
New +$273K ﹤0.01% 1706
2025
Q1 		– Sell
-3,193
Closed -$250K – 1961
2024
Q4 		$250K Buy
+3,193
New +$230K ﹤0.01% 1683
2020
Q2 		– Sell
-13,613
Closed -$178K – 666
2020
Q1 		$178K Sell
13,613
-7,589
-36% -$145K 0.01% 537
2019
Q4 		$433K Buy
+21,202
New +$401K 0.01% 838
2017
Q2 		– Sell
-8,581
Closed -$200K – 777
2017
Q1 		$200K Buy
+8,581
New +$192K 0.01% 655
2014
Q1 		– Sell
-10,629
Closed -$270K – 447
2013
Q4 		$270K Hold
10,629
– – 0.03% 392
2013
Q3 		$259K Buy
+10,629
New +$254K 0.03% 390

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

Atria Investments's JEF Position: Q1 2026 in Review

Atria Investments sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 5,549 shares — an estimated $344K sold.

Atria Investments first reported a position in JEF in Q3 2013 and held it in 9 quarters. The position peaked at $433K in Q4 2019. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Atria Investments reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 5,549 Jefferies Financial Group shares in Q1 2026, an estimated $344K.
  • Atria Investments first reported a position in Jefferies Financial Group in Q3 2013 and held it in 9 quarters.
  • Atria Investments's Jefferies Financial Group position peaked at $433K in Q4 2019.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.