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Blankinship & Foster’s Jefferies Financial Group JEF Stock Holding History

Blankinship & Foster’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
-3,817
Closed -$237K – 77
2025
Q4 		$237K Buy
3,817
+76
+2% +$4.36K 0.05% 72
2025
Q3 		$245K Hold
3,741
– – 0.05% 70
2025
Q2 		$205K Hold
3,741
– – 0.05% 74
2025
Q1 		$200K Hold
3,741
– – 0.05% 67
2024
Q4 		$293K Sell
3,741
-405
-10% -$29.1K 0.07% 53
2024
Q3 		$255K Hold
4,146
– – 0.06% 60
2024
Q2 		$206K Buy
+4,146
New +$186K 0.05% 66

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

Blankinship & Foster's JEF Position: Q1 2026 in Review

Blankinship & Foster sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 3,817 shares — an estimated $237K sold.

Blankinship & Foster first reported a position in JEF in Q2 2024 and held it in 7 quarters. The position peaked at $293K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Blankinship & Foster reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Blankinship & Foster sold 3,817 Jefferies Financial Group shares in Q1 2026, an estimated $237K.
  • Blankinship & Foster first reported a position in Jefferies Financial Group in Q2 2024 and held it in 7 quarters.
  • Blankinship & Foster's Jefferies Financial Group position peaked at $293K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.