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Brinker Capital Investments’s Jefferies Financial Group JEF Stock Holding History

Brinker Capital Investments’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
-31,124
Closed -$1.93M – 2149
2025
Q4 		$1.93M Sell
31,124
-6,269
-17% -$359K 0.01% 872
2025
Q3 		$2.45M Buy
37,393
+1,502
+4% +$91.6K 0.02% 736
2025
Q2 		$1.96M Sell
35,891
-2,983
-8% -$148K 0.02% 795
2025
Q1 		$2.08M Sell
38,874
-322
-0.8% -$21.9K 0.02% 684
2024
Q4 		$3.07M Buy
39,196
+24,388
+165% +$1.75M 0.03% 500
2024
Q3 		$911K Sell
14,808
-198
-1% -$11.2K 0.01% 1092
2024
Q2 		$747K Buy
15,006
+4,319
+40% +$194K 0.01% 1117
2024
Q1 		$471K Buy
10,687
+1,270
+13% +$52.9K 0.01% 1287
2023
Q4 		$383K Buy
9,417
+1,367
+17% +$48.4K ﹤0.01% 1312
2023
Q3 		$295K Buy
+8,050
New +$288K ﹤0.01% 1392
2021
Q4 		– Sell
-17,338
Closed -$567K – 1402
2021
Q3 		$567K Hold
17,338
– – 0.01% 941
2021
Q2 		$567K Sell
17,338
-38
-0.2% -$1.16K 0.01% 993
2021
Q1 		$500K Buy
+17,376
New +$474K 0.01% 906

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

Brinker Capital Investments's JEF Position: Q1 2026 in Review

Brinker Capital Investments sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 31,124 shares — an estimated $1.93M sold.

Brinker Capital Investments first reported a position in JEF in Q1 2021 and held it in 13 quarters. The position peaked at $3.07M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Brinker Capital Investments reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 31,124 Jefferies Financial Group shares in Q1 2026, an estimated $1.93M.
  • Brinker Capital Investments first reported a position in Jefferies Financial Group in Q1 2021 and held it in 13 quarters.
  • Brinker Capital Investments's Jefferies Financial Group position peaked at $3.07M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.