Boston Trust Walden’s Jefferies Financial Group JEF Stock Holding History

Boston Trust Walden’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 Q2	$375K	Hold	7,500	–	–	﹤0.01%	357
2026 Q1	$310K	Hold	7,500	–	–	﹤0.01%	359
2025 Q4	$465K	Hold	7,500	–	–	﹤0.01%	328
2025 Q3	$491K	Hold	7,500	–	–	﹤0.01%	330
2025 Q2	$410K	Hold	7,500	–	–	﹤0.01%	329
2025 Q1	$402K	Hold	7,500	–	–	﹤0.01%	326
2024 Q4	$588K	Hold	7,500	–	–	﹤0.01%	309
2024 Q3	$462K	Hold	7,500	–	–	﹤0.01%	321
2024 Q2	$373K	Hold	7,500	–	–	﹤0.01%	335
2024 Q1	$331K	Hold	7,500	–	–	﹤0.01%	341
2023 Q4	$303K	Hold	7,500	–	–	﹤0.01%	343
2023 Q3	$275K	Hold	7,500	–	–	﹤0.01%	340
2023 Q2	$249K	Hold	7,500	–	–	﹤0.01%	349
2023 Q1	$238K	Sell	7,500 -345	-4%	-$12.5K	﹤0.01%	349
2022 Q4	$257K	Hold	7,845	–	–	﹤0.01%	348
2022 Q3	$221K	Hold	7,845	–	–	﹤0.01%	346
2022 Q2	$207K	Hold	7,845	–	–	﹤0.01%	361
2022 Q1	$246K	Hold	7,845	–	–	﹤0.01%	365
2021 Q4	$291K	Hold	7,845	–	–	﹤0.01%	364
2021 Q3	$278K	Hold	7,845	–	–	﹤0.01%	356
2021 Q2	$256K	Hold	7,845	–	–	﹤0.01%	366
2021 Q1	$226K	Buy	+7,845	New	+$214K	﹤0.01%	362

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Boston Trust Walden's JEF Position: Q2 2026 in Review

Boston Trust Walden held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 7,500 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Boston Trust Walden first reported a position in JEF in Q1 2021 and has held it in 22 quarters since. The position peaked at $588K in Q4 2024. 178 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Boston Trust Walden held 7,500 shares of Jefferies Financial Group worth $375K as of Q2 2026.
Boston Trust Walden left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #357 holding.
Boston Trust Walden first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 22 quarters since.
Boston Trust Walden's Jefferies Financial Group position peaked at $588K in Q4 2024.
178 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.