Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Jefferies Financial Group JEF Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.88M Buy
118,246
+9,507
+9% +$493K 0.01% 821
2025
Q4 		$6.74M Buy
108,739
+98,932
+1,009% +$5.67M 0.02% 663
2025
Q3 		$642K Buy
9,807
+1,932
+25% +$118K ﹤0.01% 1658
2025
Q2 		$431K Buy
7,875
+6,456
+455% +$320K ﹤0.01% 1657
2025
Q1 		$76K Sell
1,419
-263
-16% -$17.9K ﹤0.01% 2646
2024
Q4 		$132K Sell
1,682
-116
-6% -$8.35K ﹤0.01% 2100
2024
Q3 		$111K Sell
1,798
-360
-17% -$20.4K ﹤0.01% 2139
2024
Q2 		$107K Buy
2,158
+19
+0.9% +$853 ﹤0.01% 1932
2024
Q1 		$94K Buy
2,139
+1,099
+106% +$45.8K ﹤0.01% 1914
2023
Q4 		$42K Sell
1,040
-67
-6% -$2.37K ﹤0.01% 2297
2023
Q3 		$41K Buy
1,107
+180
+19% +$6.45K ﹤0.01% 2185
2023
Q2 		$31K Sell
927
-31
-3% -$968 ﹤0.01% 2343
2023
Q1 		$30K Buy
958
+357
+59% +$12.9K ﹤0.01% 2225
2022
Q4 		$20K Buy
601
+156
+35% +$5.18K ﹤0.01% 2365
2022
Q3 		$13K Sell
445
-28
-6% -$847 ﹤0.01% 2517
2022
Q2 		$12K Sell
473
-809
-63% -$23.9K ﹤0.01% 2465
2022
Q1 		$40K Buy
1,282
+943
+278% +$32K ﹤0.01% 1703
2021
Q4 		$13K Buy
+339
New +$13.1K ﹤0.01% 2206
2021
Q2 		$11K Hold
346
– – ﹤0.01% 2061
2021
Q1 		$11K Hold
346
– – ﹤0.01% 2061
2020
Q4 		$11K Hold
346
– – ﹤0.01% 2060
2020
Q3 		$11K Hold
346
– – ﹤0.01% 2059
2020
Q2 		$11K Hold
346
– – ﹤0.01% 2059
2020
Q1 		$11K Hold
346
– – ﹤0.01% 2059
2019
Q4 		$11K Hold
346
– – ﹤0.01% 2059
2019
Q3 		$11K Sell
346
-24
-6% -$427 ﹤0.01% 2059
2019
Q2 		$11K Hold
370
– – ﹤0.01% 2059
2019
Q1 		$11K Buy
+370
New +$6.53K ﹤0.01% 2059
2017
Q4 		– Sell
-38
Closed -$1K – 1515
2017
Q3 		$1K Buy
+38
New +$851 ﹤0.01% 1385
2014
Q1 		– Sell
-112
Closed -$3K – 321
2013
Q4 		$3K Buy
+112
New +$2.83K ﹤0.01% 570

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JEF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Jefferies Financial Group (JEF) stake by 8.7% in Q1 2026, buying an estimated $493K and bringing the position to 118,246 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #821.

Carson Wealth (CWM LLC) first reported a position in JEF in Q4 2013 and has held it in 30 quarters since. The position peaked at $6.74M in Q4 2025. 559 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 118,246 shares of Jefferies Financial Group worth $4.88M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,507 Jefferies Financial Group shares in Q1 2026, an estimated $493K.
  • Jefferies Financial Group made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #821 holding.
  • Carson Wealth (CWM LLC) first reported a position in Jefferies Financial Group in Q4 2013 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Jefferies Financial Group position peaked at $6.74M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.