Carmel Capital Partners’s Jefferies Financial Group JEF Stock Holding History

Carmel Capital Partners’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	$328K	Sell	7,947 -40	-0.5%	-$2.08K	0.12%	95
2025 Q4	$495K	Sell	7,987 -15	-0.2%	-$860	0.17%	81
2025 Q3	$523K	Sell	8,002 -4,231	-35%	-$258K	0.22%	74
2025 Q2	$669K	Sell	12,233 -7,165	-37%	-$355K	0.23%	77
2025 Q1	$1.04M	Sell	19,398 -12	-0.1%	-$815	0.41%	59
2024 Q4	$1.52M	Sell	19,410 -64	-0.3%	-$4.6K	0.61%	35
2024 Q3	$1.2M	Buy	19,474 +8,074	+71%	+$458K	0.46%	46
2024 Q2	$567K	Hold	11,400	–	–	0.24%	72
2024 Q1	$503K	Hold	11,400	–	–	0.21%	75
2023 Q4	$461K	Sell	11,400 -1,000	-8%	-$35.4K	0.24%	71
2023 Q3	$454K	Hold	12,400	–	–	0.2%	80
2023 Q2	$411K	Sell	12,400 -2,000	-14%	-$62.4K	0.21%	75
2023 Q1	$457K	Sell	14,400 -955	-6%	-$34.5K	0.27%	75
2022 Q4	$503K	Buy	15,355 +3,661	+31%	+$122K	0.35%	66
2022 Q3	$330K	Buy	+11,694	New	+$354K	0.32%	74

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

Carmel Capital Partners's JEF Position: Q1 2026 in Review

Carmel Capital Partners reduced its Jefferies Financial Group (JEF) stake by 0.5% in Q1 2026, selling an estimated $2.08K and leaving 7,947 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #95.

Carmel Capital Partners first reported a position in JEF in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Carmel Capital Partners held 7,947 shares of Jefferies Financial Group worth $328K as of Q1 2026.
Carmel Capital Partners sold 40 Jefferies Financial Group shares in Q1 2026, an estimated $2.08K.
Jefferies Financial Group made up 0.12% of Carmel Capital Partners's portfolio in Q1 2026, its #95 holding.
Carmel Capital Partners first reported a position in Jefferies Financial Group in Q3 2022 and has held it in 15 quarters since.
Carmel Capital Partners's Jefferies Financial Group position peaked at $1.52M in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.