Cetera Investment Advisers
JEF icon

Cetera Investment Advisers’s Jefferies Financial Group JEF Stock Holding History

Cetera Investment Advisers’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 		$2.6M Buy
63,088
+10,528
+20% +$546K ﹤0.01% 2040
2025
Q4 		$3.26M Buy
52,560
+7,919
+18% +$454K ﹤0.01% 1789
2025
Q3 		$2.92M Buy
44,641
+14,991
+51% +$914K ﹤0.01% 1850
2025
Q2 		$1.62M Sell
29,650
-323
-1% -$16K ﹤0.01% 2006
2025
Q1 		$1.61M Sell
29,973
-2,749
-8% -$187K ﹤0.01% 1908
2024
Q4 		$2.57M Buy
32,722
+14,809
+83% +$1.07M 0.01% 1471
2024
Q3 		$1.1M Sell
17,913
-71
-0.4% -$4.03K ﹤0.01% 2054
2024
Q2 		$895K Buy
17,984
+1,606
+10% +$72.1K ﹤0.01% 2159
2024
Q1 		$722K Buy
+16,378
New +$682K ﹤0.01% 2329
2023
Q4 		– Sell
-6,238
Closed -$228K – 2292
2023
Q3 		$228K Sell
6,238
-5,742
-48% -$206K ﹤0.01% 1898
2023
Q2 		$397K Sell
11,980
-3,900
-25% -$122K ﹤0.01% 1579
2023
Q1 		$504K Sell
15,880
-18,687
-54% -$675K ﹤0.01% 1425
2022
Q4 		$1.13M Buy
34,567
+21,174
+158% +$704K 0.01% 941
2022
Q3 		$378K Buy
13,393
+3,818
+40% +$116K 0.01% 1134
2022
Q2 		$253K Buy
9,575
+1,037
+12% +$30.7K ﹤0.01% 1535
2022
Q1 		$268K Buy
8,538
+3,007
+54% +$102K ﹤0.01% 1544
2021
Q4 		$205K Buy
+5,531
New +$213K ﹤0.01% 1723

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

Cetera Investment Advisers's JEF Position: Q1 2026 in Review

Cetera Investment Advisers increased its Jefferies Financial Group (JEF) stake by 20% in Q1 2026, buying an estimated $546K and bringing the position to 63,088 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Cetera Investment Advisers first reported a position in JEF in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.26M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Cetera Investment Advisers held 63,088 shares of Jefferies Financial Group worth $2.6M as of Q1 2026.
  • Cetera Investment Advisers bought 10,528 Jefferies Financial Group shares in Q1 2026, an estimated $546K.
  • Jefferies Financial Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2040 holding.
  • Cetera Investment Advisers first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 17 quarters since.
  • Cetera Investment Advisers's Jefferies Financial Group position peaked at $3.26M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.