Bruce G. Allen Investments’s Jefferies Financial Group JEF Stock Holding History

Bruce G. Allen 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	$4.25K	Hold	103	–	–	﹤0.01%	588
2025 Q4	$6.38K	Hold	103	–	–	﹤0.01%	531
2025 Q3	$6.74K	Hold	103	–	–	﹤0.01%	516
2025 Q2	$5.63K	Hold	103	–	–	﹤0.01%	549
2025 Q1	$5.52K	Hold	103	–	–	﹤0.01%	552
2024 Q4	$8.07K	Sell	103 -13	-11%	-$935	0.01%	506
2024 Q3	$7.14K	Sell	116 -4	-3%	-$227	0.01%	527
2024 Q2	$5.97K	Hold	120	–	–	0.01%	541
2024 Q1	$5.29K	Hold	120	–	–	﹤0.01%	581
2023 Q4	$4.85K	Buy	+120	New	+$4.25K	﹤0.01%	592

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruce G. Allen Investments's JEF Position: Q1 2026 in Review

Bruce G. Allen Investments held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 103 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Bruce G. Allen Investments first reported a position in JEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.07K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Bruce G. Allen Investments held 103 shares of Jefferies Financial Group worth $4.25K as of Q1 2026.
Bruce G. Allen Investments left its Jefferies Financial Group share count unchanged in Q1 2026.
Jefferies Financial Group made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #588 holding.
Bruce G. Allen Investments first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Jefferies Financial Group position peaked at $8.07K in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.