Bank of America’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32M | Sell |
775,985
-947,158
| -55% | -$49.2M | ﹤0.01% | 1987 |
|
|
2025
Q4 | $107M | Sell |
1,723,143
-54,026
| -3% | -$3.1M | 0.01% | 1064 |
|
|
2025
Q3 | $116M | Buy |
1,777,169
+88,384
| +5% | +$5.39M | 0.01% | 1113 |
|
|
2025
Q2 | $92.4M | Sell |
1,688,785
-6,265
| -0.4% | -$310K | 0.01% | 1211 |
|
|
2025
Q1 | $90.8M | Sell |
1,695,050
-110,847
| -6% | -$7.52M | 0.01% | 1142 |
|
|
2024
Q4 | $142M | Buy |
1,805,897
+1,037,785
| +135% | +$74.7M | 0.01% | 849 |
|
|
2024
Q3 | $47.3M | Buy |
768,112
+70,575
| +10% | +$4M | ﹤0.01% | 1607 |
|
|
2024
Q2 | $34.7M | Buy |
697,537
+100,109
| +17% | +$4.49M | ﹤0.01% | 1753 |
|
|
2024
Q1 | $26.3M | Buy |
597,428
+95,554
| +19% | +$3.98M | ﹤0.01% | 2012 |
|
|
2023
Q4 | $20.3M | Buy |
501,874
+28,496
| +6% | +$1.01M | ﹤0.01% | 2133 |
|
|
2023
Q3 | $17.3M | Sell |
473,378
-12,966
| -3% | -$465K | ﹤0.01% | 2189 |
|
|
2023
Q2 | $16.1M | Sell |
486,344
-16,543
| -3% | -$516K | ﹤0.01% | 2235 |
|
|
2023
Q1 | $16M | Sell |
502,887
-131,566
| -21% | -$4.75M | ﹤0.01% | 2346 |
|
|
2022
Q4 | $20.8M | Buy |
634,453
+122,076
| +24% | +$4.06M | ﹤0.01% | 1990 |
|
|
2022
Q3 | $14.4M | Sell |
512,377
-379,130
| -43% | -$11.5M | ﹤0.01% | 2237 |
|
|
2022
Q2 | $23.5M | Buy |
891,507
+280,120
| +46% | +$8.28M | ﹤0.01% | 1863 |
|
|
2022
Q1 | $19.2M | Sell |
611,387
-146,575
| -19% | -$4.98M | ﹤0.01% | 2172 |
|
|
2021
Q4 | $28.1M | Sell |
757,962
-61,009
| -7% | -$2.35M | ﹤0.01% | 1898 |
|
|
2021
Q3 | $29.1M | Sell |
818,971
-51,321
| -6% | -$1.72M | ﹤0.01% | 1809 |
|
|
2021
Q2 | $28.5M | Sell |
870,292
-69,342
| -7% | -$2.12M | ﹤0.01% | 1816 |
|
|
2021
Q1 | $27M | Buy |
939,634
+203,370
| +28% | +$5.54M | ﹤0.01% | 1772 |
|
|
2020
Q4 | $17.3M | Buy |
736,264
+110,350
| +18% | +$2.32M | ﹤0.01% | 2019 |
|
|
2020
Q3 | $10.8M | Sell |
625,914
-37,407
| -6% | -$612K | ﹤0.01% | 2228 |
|
|
2020
Q2 | $9.86M | Sell |
663,321
-235,183
| -26% | -$3.15M | ﹤0.01% | 2231 |
|
|
2020
Q1 | $11.7M | Sell |
898,504
-178,150
| -17% | -$3.4M | ﹤0.01% | 1920 |
|
|
2019
Q4 | $22M | Sell |
1,076,654
-29,113
| -3% | -$551K | ﹤0.01% | 1807 |
|
|
2019
Q3 | $19.5M | Buy |
1,105,767
+62,760
| +6% | +$1.12M | ﹤0.01% | 1851 |
|
|
2019
Q2 | $18M | Sell |
1,043,007
-68,845
| -6% | -$1.18M | ﹤0.01% | 1966 |
|
|
2019
Q1 | $18.7M | Buy |
1,111,852
+300,433
| +37% | +$5.3M | ﹤0.01% | 1889 |
|
|
2018
Q4 | $12.6M | Sell |
811,419
-217,819
| -21% | -$3.99M | ﹤0.01% | 2071 |
|
|
2018
Q3 | $20.2M | Buy |
1,029,238
+149,902
| +17% | +$3.13M | ﹤0.01% | 1813 |
|
|
2018
Q2 | $17.9M | Sell |
879,336
-106,464
| -11% | -$2.23M | ﹤0.01% | 1911 |
|
|
2018
Q1 | $20.1M | Buy |
985,800
+204,825
| +26% | +$4.64M | ﹤0.01% | 1769 |
|
|
2017
Q4 | $18.5M | Sell |
780,975
-155,916
| -17% | -$3.6M | ﹤0.01% | 1870 |
|
|
2017
Q3 | $21.2M | Sell |
936,891
-63,407
| -6% | -$1.42M | ﹤0.01% | 1830 |
|
|
2017
Q2 | $23.4M | Sell |
1,000,298
-106,187
| -10% | -$2.42M | ﹤0.01% | 1595 |
|
|
2017
Q1 | $25.8M | Buy |
1,106,485
+4,817
| +0.4% | +$108K | 0.01% | 1536 |
|
|
2016
Q4 | $22.9M | Buy |
1,101,668
+181,391
| +20% | +$3.39M | 0.01% | 1575 |
|
|
2016
Q3 | $15.7M | Buy |
920,277
+19,866
| +2% | +$329K | ﹤0.01% | 1844 |
|
|
2016
Q2 | $14M | Sell |
900,411
-175,205
| -16% | -$2.68M | ﹤0.01% | 1891 |
|
|
2016
Q1 | $15.6M | Buy |
1,075,616
+13,448
| +1% | +$189K | ﹤0.01% | 1763 |
|
|
2015
Q4 | $16.5M | Sell |
1,062,168
-67,451
| -6% | -$1.13M | ﹤0.01% | 1815 |
|
|
2015
Q3 | $20.5M | Buy |
1,129,619
+209,784
| +23% | +$4.21M | 0.01% | 1597 |
|
|
2015
Q2 | $20M | Buy |
919,835
+59,068
| +7% | +$1.26M | 0.01% | 1397 |
|
|
2015
Q1 | $17.2M | Buy |
860,767
+314,094
| +57% | +$6.49M | 0.01% | 1463 |
|
|
2014
Q4 | $11M | Sell |
546,673
-852,348
| -61% | -$17.6M | ﹤0.01% | 1852 |
|
|
2014
Q3 | $29.9M | Sell |
1,399,021
-616,201
| -31% | -$13.9M | 0.01% | 1137 |
|
|
2014
Q2 | $47.3M | Sell |
2,015,222
-514,589
| -20% | -$11.9M | 0.02% | 854 |
|
|
2014
Q1 | $63.4M | Sell |
2,529,811
-491,076
| -16% | -$12.1M | 0.02% | 657 |
|
|
2013
Q4 | $76.6M | Buy |
3,020,887
+103,455
| +4% | +$2.62M | 0.03% | 585 |
|
|
2013
Q3 | $71.1M | Sell |
2,917,432
-46,544
| -2% | -$1.11M | 0.03% | 575 |
|
|
2013
Q2 | $69.6M | Buy |
+2,963,976
| New | +$77.9M | 0.03% | 547 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Bank of America's JEF Position: Q1 2026 in Review
Bank of America reduced its Jefferies Financial Group (JEF) stake by 55% in Q1 2026, selling an estimated $49.2M and leaving 775,985 shares worth $32M. The position accounts for ﹤0.01% of the portfolio, ranked #1987.
Bank of America first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $142M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Bank of America held 775,985 shares of Jefferies Financial Group worth $32M as of Q1 2026.
- Bank of America sold 947,158 Jefferies Financial Group shares in Q1 2026, an estimated $49.2M.
- Jefferies Financial Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1987 holding.
- Bank of America first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
- Bank of America's Jefferies Financial Group position peaked at $142M in Q4 2024.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.