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B. Metzler seel. Sohn & Co’s Jefferies Financial Group JEF Stock Holding History

B. Metzler seel. Sohn & Co’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
-25,725
Closed -$1.59M – 734
2025
Q4 		$1.59M Sell
25,725
-2,188
-8% -$125K 0.01% 453
2025
Q3 		$1.83M Hold
27,913
– – 0.02% 412
2025
Q2 		$1.53M Buy
+27,913
New +$1.38M 0.01% 444

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Metzler seel. Sohn & Co's JEF Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 25,725 shares — an estimated $1.59M sold.

B. Metzler seel. Sohn & Co first reported a position in JEF in Q2 2025 and held it in 3 quarters. The position peaked at $1.83M in Q3 2025. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • B. Metzler seel. Sohn & Co reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 25,725 Jefferies Financial Group shares in Q1 2026, an estimated $1.59M.
  • B. Metzler seel. Sohn & Co first reported a position in Jefferies Financial Group in Q2 2025 and held it in 3 quarters.
  • B. Metzler seel. Sohn & Co's Jefferies Financial Group position peaked at $1.83M in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.