BFIM
JEF icon

Beese Fulmer Investment Management’s Jefferies Financial Group JEF Stock Holding History

Beese Fulmer Investment Management’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
-3,810
Closed -$236K – 458
2025
Q4 		$236K Buy
+3,810
New +$218K 0.02% 348

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 $33B AUM 40.62% 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 $1.88T AUM 44.46% 1-Year Est. Return

Beese Fulmer Investment Management's JEF Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 3,810 shares — an estimated $236K sold.

Beese Fulmer Investment Management first reported a position in JEF in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 558 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,810 Jefferies Financial Group shares in Q1 2026, an estimated $236K.
  • Beese Fulmer Investment Management first reported a position in Jefferies Financial Group in Q4 2025 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Jefferies Financial Group position peaked at $236K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.