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Beck Mack & Oliver’s Jefferies Financial Group JEF Stock Holding History

Beck Mack & Oliver’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 		$50.5M Sell
1,223,102
-9,195
-0.7% -$477K 1.04% 27
2025
Q4 		$76.4M Sell
1,232,297
-34,983
-3% -$2.01M 1.39% 23
2025
Q3 		$82.9M Sell
1,267,280
-16,074
-1% -$980K 1.51% 24
2025
Q2 		$70.2M Sell
1,283,354
-29,550
-2% -$1.46M 1.34% 24
2025
Q1 		$70.3M Sell
1,312,904
-44,930
-3% -$3.05M 1.4% 24
2024
Q4 		$106M Sell
1,357,834
-37,279
-3% -$2.68M 1.97% 18
2024
Q3 		$85.9M Sell
1,395,113
-82,653
-6% -$4.69M 1.67% 23
2024
Q2 		$73.5M Sell
1,477,766
-218,652
-13% -$9.81M 1.52% 26
2024
Q1 		$74.8M Sell
1,696,418
-43,730
-3% -$1.82M 1.52% 27
2023
Q4 		$70.3M Sell
1,740,148
-79,245
-4% -$2.8M 1.64% 19
2023
Q3 		$66.6M Sell
1,819,393
-27,975
-2% -$1M 1.74% 17
2023
Q2 		$61.3M Sell
1,847,368
-53,635
-3% -$1.67M 1.6% 21
2023
Q1 		$60.3M Sell
1,901,003
-112,199
-6% -$4.05M 1.74% 16
2022
Q4 		$66M Sell
2,013,202
-32,064
-2% -$1.07M 1.94% 14
2022
Q3 		$57.7M Sell
2,045,266
-22,612
-1% -$684K 1.86% 17
2022
Q2 		$54.6M Sell
2,067,878
-13,359
-0.6% -$395K 1.64% 20
2022
Q1 		$65.4M Sell
2,081,237
-25,545
-1% -$867K 1.64% 21
2021
Q4 		$78.1M Sell
2,106,782
-38,835
-2% -$1.5M 1.86% 19
2021
Q3 		$76.2M Sell
2,145,617
-100,184
-4% -$3.35M 1.98% 16
2021
Q2 		$73.4M Sell
2,245,801
-146,245
-6% -$4.46M 1.95% 18
2021
Q1 		$68.8M Sell
2,392,046
-132,521
-5% -$3.61M 2.13% 14
2020
Q4 		$59.4M Sell
2,524,567
-59,779
-2% -$1.25M 1.97% 17
2020
Q3 		$44.5M Sell
2,584,346
-3,254
-0.1% -$53.2K 1.63% 22
2020
Q2 		$38.5M Sell
2,587,600
-73,445
-3% -$984K 1.43% 23
2020
Q1 		$34.8M Sell
2,661,045
-184,544
-6% -$3.52M 1.55% 23
2019
Q4 		$58.1M Sell
2,845,589
-153,199
-5% -$2.9M 1.92% 18
2019
Q3 		$52.8M Buy
2,998,788
+1,807,346
+152% +$32.2M 1.86% 20
2019
Q2 		$20.5M Sell
1,191,442
-38,304
-3% -$657K 0.72% 37
2019
Q1 		$20.7M Sell
1,229,746
-46,552
-4% -$822K 0.74% 38
2018
Q4 		$19.8M Buy
1,276,298
+31,473
+3% +$576K 0.8% 38
2018
Q3 		$24.5M Sell
1,244,825
-734,281
-37% -$15.3M 0.78% 38
2018
Q2 		$40.3M Sell
1,979,106
-1,493,037
-43% -$31.3M 1.35% 26
2018
Q1 		$70.6M Sell
3,472,143
-57,969
-2% -$1.31M 2.38% 17
2017
Q4 		$83.7M Sell
3,530,112
-253,294
-7% -$5.84M 2.75% 10
2017
Q3 		$85.5M Sell
3,783,406
-43,826
-1% -$982K 2.81% 10
2017
Q2 		$89.6M Sell
3,827,232
-33,462
-0.9% -$762K 3.02% 6
2017
Q1 		$89.9M Sell
3,860,694
-49,851
-1% -$1.11M 3.14% 6
2016
Q4 		$81.4M Sell
3,910,545
-43,840
-1% -$819K 2.93% 6
2016
Q3 		$67.4M Sell
3,954,385
-71,343
-2% -$1.18M 2.43% 14
2016
Q2 		$62.5M Sell
4,025,728
-665,572
-14% -$10.2M 2.2% 17
2016
Q1 		$67.9M Sell
4,691,300
-228,591
-5% -$3.22M 2.37% 10
2015
Q4 		$76.6M Sell
4,919,891
-1,985,780
-29% -$33.2M 2.61% 8
2015
Q3 		$125M Sell
6,905,671
-385,088
-5% -$7.73M 3.79% 2
2015
Q2 		$158M Sell
7,290,759
-610,163
-8% -$13M 4.13% 2
2015
Q1 		$158M Sell
7,900,922
-704,796
-8% -$14.6M 3.95% 2
2014
Q4 		$173M Sell
8,605,718
-150,008
-2% -$3.1M 4.19% 2
2014
Q3 		$187M Buy
8,755,726
+74,076
+0.9% +$1.67M 4.39% 1
2014
Q2 		$204M Buy
8,681,650
+103,134
+1% +$2.39M 4.57% 1
2014
Q1 		$215M Buy
8,578,516
+130,030
+2% +$3.21M 5.02% 1
2013
Q4 		$214M Sell
8,448,486
-24,857
-0.3% -$629K 5.24% 1
2013
Q3 		$207M Buy
8,473,343
+54,539
+0.6% +$1.31M 5.44% 1
2013
Q2 		$198M Buy
+8,418,804
New +$221M 5.39% 1

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

Beck Mack & Oliver's JEF Position: Q1 2026 in Review

Beck Mack & Oliver reduced its Jefferies Financial Group (JEF) stake by 0.75% in Q1 2026, selling an estimated $477K and leaving 1,223,102 shares worth $50.5M. The position accounts for 1.04% of the portfolio, ranked #27.

Beck Mack & Oliver first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $215M in Q1 2014. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Beck Mack & Oliver held 1,223,102 shares of Jefferies Financial Group worth $50.5M as of Q1 2026.
  • Beck Mack & Oliver sold 9,195 Jefferies Financial Group shares in Q1 2026, an estimated $477K.
  • Jefferies Financial Group made up 1.04% of Beck Mack & Oliver's portfolio in Q1 2026, its #27 holding.
  • Beck Mack & Oliver first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Beck Mack & Oliver's Jefferies Financial Group position peaked at $215M in Q1 2014.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.