Citigroup
JEF icon

Citigroup’s Jefferies Financial Group JEF Stock Holding History

Citigroup’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
2021
Q2 		– Sell
-1,120,998
Closed -$32.3M – 6264
2021
Q1 		$32.3M Buy
+1,120,998
New +$30.6M 0.02% 696
2020
Q2 		– Sell
-1,046
Closed -$14K – 7608
2020
Q1 		$14K Buy
+1,046
New +$20K ﹤0.01% 6892
2019
Q1 		– Sell
-1,341
Closed -$21K – 7724
2018
Q4 		$21K Sell
1,341
-5,920
-82% -$108K ﹤0.01% 6851
2018
Q3 		$143K Buy
7,261
+5,362
+282% +$112K ﹤0.01% 5556
2018
Q2 		$39K Sell
1,899
-9,943
-84% -$208K ﹤0.01% 6472
2018
Q1 		$241K Sell
11,842
-893
-7% -$20.2K ﹤0.01% 4772
2017
Q4 		$302K Buy
12,735
+5,697
+81% +$131K ﹤0.01% 4636
2017
Q3 		$159K Sell
7,038
-443,723
-98% -$9.94M ﹤0.01% 5175
2017
Q2 		$10.6M Buy
450,761
+448,527
+20,077% +$10.2M 0.01% 1108
2017
Q1 		$52K Sell
2,234
-6,926
-76% -$155K ﹤0.01% 5664
2016
Q4 		$191K Buy
9,160
+670
+8% +$12.5K ﹤0.01% 5315
2016
Q3 		$145K Sell
8,490
-5,474
-39% -$90.7K ﹤0.01% 4922
2016
Q2 		$217K Buy
13,964
+13,629
+4,068% +$208K ﹤0.01% 4421
2016
Q1 		$5K Sell
335
-782
-70% -$11K ﹤0.01% 6992
2015
Q4 		$17K Sell
1,117
-1,564
-58% -$26.2K ﹤0.01% 6569
2015
Q3 		$49K Buy
2,681
+335
+14% +$6.73K ﹤0.01% 5443
2015
Q2 		$51K Buy
+2,346
New +$50.1K ﹤0.01% 5521
2015
Q1 		– Sell
-4,524
Closed -$91K – 7305
2014
Q4 		$91K Hold
4,524
– – ﹤0.01% 5303
2014
Q3 		$97K Buy
+4,524
New +$102K ﹤0.01% 4784
2014
Q1 		– Sell
-1,176
Closed -$30K – 7104
2013
Q4 		$30K Hold
1,176
– – ﹤0.01% 5986
2013
Q3 		$29K Sell
1,176
-15,021
-93% -$360K ﹤0.01% 5681
2013
Q2 		$380K Buy
+16,197
New +$426K ﹤0.01% 3723

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

Citigroup's JEF Position: Q1 2026 in Review

Citigroup increased its Jefferies Financial Group (JEF) stake by 29% in Q1 2026, buying an estimated $1.11M and bringing the position to 96,091 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Citigroup first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $627M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Citigroup held 96,091 shares of Jefferies Financial Group worth $3.97M as of Q1 2026.
  • Citigroup bought 21,458 Jefferies Financial Group shares in Q1 2026, an estimated $1.11M.
  • Jefferies Financial Group made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2142 holding.
  • Citigroup first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Jefferies Financial Group position peaked at $627M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.