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Cedar Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Cedar Wealth Management’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 		– Sell
-88
Closed -$5.46K – 165
2025
Q4 		$5.46K Hold
88
– – ﹤0.01% 190
2025
Q3 		$5.77K Hold
88
– – ﹤0.01% 198
2025
Q2 		$4.82K Buy
+88
New +$4.36K ﹤0.01% 192
2020
Q1 		– Sell
-2,170
Closed -$44K – 233
2019
Q4 		$44K Sell
2,170
-2,260
-51% -$42.8K 0.03% 93
2019
Q3 		$78K Sell
4,430
-301
-6% -$5.36K 0.05% 85
2019
Q2 		$81K Hold
4,731
– – 0.05% 96
2019
Q1 		$80K Sell
4,731
-2,413
-34% -$42.6K 0.05% 92
2018
Q4 		$111K Hold
7,144
– – 0.08% 73
2018
Q3 		$140K Sell
7,144
-3,078
-30% -$64.2K 0.07% 72
2018
Q2 		$208K Sell
10,222
-245
-2% -$5.13K 0.12% 49
2018
Q1 		$213K Buy
10,467
+94
+0.9% +$2.13K 0.13% 49
2017
Q4 		$246K Sell
10,373
-642
-6% -$14.8K 0.15% 38
2017
Q3 		$249K Sell
11,015
-676
-6% -$15.1K 0.15% 41
2017
Q2 		$274K Sell
11,691
-620
-5% -$14.1K 0.18% 35
2017
Q1 		$287K Buy
12,311
+542
+5% +$12.1K 0.18% 34
2016
Q4 		$245K Sell
11,769
-95
-0.8% -$1.77K 0.17% 40
2016
Q3 		$202K Buy
11,864
+503
+4% +$8.33K 0.14% 34
2016
Q2 		$176K Buy
11,361
+3,876
+52% +$59.2K 0.11% 48
2016
Q1 		$108K Buy
+7,485
New +$105K 0.07% 45

Other funds holding JEF

BlackRock
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
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 $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cedar Wealth Management's JEF Position: Q1 2026 in Review

Cedar Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 88 shares — an estimated $5.46K sold.

Cedar Wealth Management first reported a position in JEF in Q1 2016 and held it in 19 quarters. The position peaked at $287K in Q1 2017. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Cedar Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 88 Jefferies Financial Group shares in Q1 2026, an estimated $5.46K.
  • Cedar Wealth Management first reported a position in Jefferies Financial Group in Q1 2016 and held it in 19 quarters.
  • Cedar Wealth Management's Jefferies Financial Group position peaked at $287K in Q1 2017.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.