Catalyst Financial Partners’s Jefferies Financial Group JEF Stock Holding History

Catalyst Financial 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	$595K	Buy	14,411 +44	+0.3%	+$2.28K	0.07%	171
2025 Q4	$890K	Sell	14,367 -3	-0%	-$172	0.1%	112
2025 Q3	$940K	Buy	14,370 +20	+0.1%	+$1.22K	0.11%	93
2025 Q2	$785K	Buy	14,350 +206	+1%	+$10.2K	0.09%	105
2025 Q1	$758K	Buy	14,144 +42	+0.3%	+$2.85K	0.14%	96
2024 Q4	$1.11M	Buy	14,102 +45	+0.3%	+$3.24K	0.21%	59
2024 Q3	$865K	Buy	14,057 +2	+0%	+$113	0.17%	80
2024 Q2	$699K	Buy	14,055 +10	+0.1%	+$449	0.15%	88
2024 Q1	$579K	Buy	14,045 +1,961	+16%	+$81.7K	0.15%	91
2023 Q4	$488K	Buy	12,084 +54	+0.4%	+$1.91K	0.14%	96
2023 Q3	$441K	Hold	12,030	–	–	0.14%	106
2023 Q2	$399K	Buy	12,030 +241	+2%	+$7.52K	0.14%	105
2023 Q1	$374K	Sell	11,789 -510	-4%	-$18.4K	0.16%	100
2022 Q4	$403K	Buy	+12,299	New	+$409K	0.21%	75

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

Catalyst Financial Partners's JEF Position: Q1 2026 in Review

Catalyst Financial Partners increased its Jefferies Financial Group (JEF) stake by 0.31% in Q1 2026, buying an estimated $2.28K and bringing the position to 14,411 shares worth $595K. The position accounts for 0.07% of the portfolio, ranked #171.

Catalyst Financial Partners first reported a position in JEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Catalyst Financial Partners held 14,411 shares of Jefferies Financial Group worth $595K as of Q1 2026.
Catalyst Financial Partners bought 44 Jefferies Financial Group shares in Q1 2026, an estimated $2.28K.
Jefferies Financial Group made up 0.07% of Catalyst Financial Partners's portfolio in Q1 2026, its #171 holding.
Catalyst Financial Partners first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's Jefferies Financial Group position peaked at $1.11M in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.