Cerity Partners
JEF icon

Cerity Partners’s Jefferies Financial Group JEF Stock Holding History

Cerity 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 		$13.6M Buy
330,431
+47,497
+17% +$2.47M 0.02% 564
2025
Q4 		$17.5M Buy
282,934
+65,399
+30% +$3.75M 0.03% 447
2025
Q3 		$14.2M Sell
217,535
-13,973
-6% -$852K 0.02% 464
2025
Q2 		$12.7M Buy
231,508
+5,053
+2% +$250K 0.02% 461
2025
Q1 		$12.1M Sell
226,455
-60,164
-21% -$4.08M 0.02% 444
2024
Q4 		$18.3M Sell
286,619
-174,228
-38% -$12.5M 0.04% 327
2024
Q3 		$28.4M Buy
460,847
+251,146
+120% +$14.2M 0.06% 256
2024
Q2 		$10.4M Sell
209,701
-239,298
-53% -$10.7M 0.03% 408
2024
Q1 		$19.8M Buy
448,999
+252,442
+128% +$10.5M 0.05% 296
2023
Q4 		$7.94M Buy
196,557
+162,442
+476% +$5.75M 0.03% 419
2023
Q3 		$1.25M Sell
34,115
-158,140
-82% -$5.67M 0.01% 694
2023
Q2 		$6.38M Sell
192,255
-5,203
-3% -$162K 0.02% 450
2023
Q1 		$6.27M Buy
+197,458
New +$7.13M 0.01% 451
2018
Q2 		– Sell
-14,382
Closed -$293K – 560
2018
Q1 		$293K Hold
14,382
– – 0.02% 441
2017
Q4 		$341K Hold
14,382
– – 0.02% 409
2017
Q3 		$325K Buy
14,382
+2,437
+20% +$54.6K 0.02% 416
2017
Q2 		$570K Sell
11,945
-2,320
-16% -$52.9K 0.05% 220
2017
Q1 		$332K Buy
+14,265
New +$319K 0.03% 315

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

Cerity Partners's JEF Position: Q1 2026 in Review

Cerity Partners increased its Jefferies Financial Group (JEF) stake by 17% in Q1 2026, buying an estimated $2.47M and bringing the position to 330,431 shares worth $13.6M. The position accounts for 0.02% of the portfolio, ranked #564.

Cerity Partners first reported a position in JEF in Q1 2017 and has held it in 18 quarters since. The position peaked at $28.4M in Q3 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Cerity Partners held 330,431 shares of Jefferies Financial Group worth $13.6M as of Q1 2026.
  • Cerity Partners bought 47,497 Jefferies Financial Group shares in Q1 2026, an estimated $2.47M.
  • Jefferies Financial Group made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #564 holding.
  • Cerity Partners first reported a position in Jefferies Financial Group in Q1 2017 and has held it in 18 quarters since.
  • Cerity Partners's Jefferies Financial Group position peaked at $28.4M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.