Caitlin John’s Jefferies Financial Group JEF Stock Holding History

Caitlin John’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	$2.6K	Buy	63 +1	+2%	+$52	﹤0.01%	686
2025 Q4	$3.86K	Hold	62	–	–	﹤0.01%	665
2025 Q3	$4.05K	Buy	+62	New	+$3.78K	﹤0.01%	615
2025 Q1	–	Sell	-61	Closed	-$4.76K	–	474
2024 Q4	$4.76K	Buy	61 +1	+2%	+$72	﹤0.01%	576
2024 Q3	$4.51K	Hold	60	–	–	﹤0.01%	579
2024 Q2	$2.99K	Hold	60	–	–	﹤0.01%	610
2024 Q1	$2.63K	Hold	60	–	–	﹤0.01%	650
2023 Q4	$2.44K	Buy	+60	New	+$2.12K	﹤0.01%	658

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

Caitlin John's JEF Position: Q1 2026 in Review

Caitlin John increased its Jefferies Financial Group (JEF) stake by 1.6% in Q1 2026, buying an estimated $52 and bringing the position to 63 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Caitlin John first reported a position in JEF in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.76K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Caitlin John held 63 shares of Jefferies Financial Group worth $2.6K as of Q1 2026.
Caitlin John bought 1 Jefferies Financial Group share in Q1 2026, an estimated $52.
Jefferies Financial Group made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #686 holding.
Caitlin John first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Jefferies Financial Group position peaked at $4.76K in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.