Citigroup
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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
2026
Q1 		– Sell
-100,000
Closed -$6.2M – 6167
2025
Q4 		$6.2M Buy
+100,000
New +$5.73M ﹤0.01% 1863
2019
Q4 		– Sell
-105
Closed -$2K – 7736
2019
Q3 		$2K Sell
105
-2,241
-96% -$39.9K ﹤0.01% 7541
2019
Q2 		$40K Buy
2,346
+112
+5% +$1.92K ﹤0.01% 6667
2019
Q1 		$38K Buy
2,234
+1,117
+100% +$19.7K ﹤0.01% 6557
2018
Q4 		$17K Sell
1,117
-5,586
-83% -$102K ﹤0.01% 6952
2018
Q3 		$132K Sell
6,703
-5,250
-44% -$109K ﹤0.01% 5646
2018
Q2 		$243K Sell
11,953
-16,981
-59% -$356K ﹤0.01% 4865
2018
Q1 		$589K Buy
28,934
+27,705
+2,254% +$628K ﹤0.01% 3814
2017
Q4 		$29K Sell
1,229
-1,452
-54% -$33.5K ﹤0.01% 6522
2017
Q3 		$61K Buy
2,681
+1,340
+100% +$30K ﹤0.01% 5893
2017
Q2 		$31K Buy
1,341
+671
+100% +$15.3K ﹤0.01% 6077
2017
Q1 		$16K Sell
670
-335
-33% -$7.49K ﹤0.01% 6359
2016
Q4 		$21K Buy
1,005
+670
+200% +$12.5K ﹤0.01% 6504
2016
Q3 		$6K Sell
335
-1,006
-75% -$16.7K ﹤0.01% 6713
2016
Q2 		$21K Sell
1,341
-335
-20% -$5.12K ﹤0.01% 6130
2016
Q1 		$24K Buy
1,676
+447
+36% +$6.29K ﹤0.01% 6471
2015
Q4 		$19K Sell
1,229
-1,676
-58% -$28K ﹤0.01% 6507
2015
Q3 		$53K Buy
+2,905
New +$58.3K ﹤0.01% 5398
2015
Q1 		– Sell
-46,149
Closed -$926K – 7306
2014
Q4 		$926K Hold
46,149
– – ﹤0.01% 3226
2014
Q3 		$985K Buy
46,149
+23,980
+108% +$540K ﹤0.01% 3026
2014
Q2 		$520K Hold
22,169
– – ﹤0.01% 3445
2014
Q1 		$556K Sell
22,169
-44,249
-67% -$1.09M ﹤0.01% 3370
2013
Q4 		$1.69M Sell
66,418
-1,448
-2% -$36.6K ﹤0.01% 2734
2013
Q3 		$1.66M Sell
67,866
-7,691
-10% -$184K ﹤0.01% 2571
2013
Q2 		$1.77M Buy
+75,557
New +$1.99M ﹤0.01% 2455

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.