Clearstead Advisors’s Jefferies Financial Group JEF Stock Holding History

Clearstead Advisors’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	$802K	Sell	19,421 -352	-2%	-$18.3K	0.01%	591
2025 Q4	$1.23M	Buy	19,773 +19,447	+5,965%	+$1.11M	0.02%	422
2025 Q3	$21.3K	Sell	326 -11	-3%	-$671	﹤0.01%	1618
2025 Q2	$18.4K	Buy	+337	New	+$16.7K	﹤0.01%	1657
2025 Q1	–	Sell	-19	Closed	-$1.49K	–	2261
2024 Q4	$1.49K	Sell	19 -87	-82%	-$6.26K	﹤0.01%	1881
2024 Q3	$6.5K	Buy	106 +11	+12%	+$624	﹤0.01%	1672
2024 Q2	$4.73K	Buy	+95	New	+$4.26K	﹤0.01%	1692
2021 Q3	–	Sell	-7,762	Closed	-$254K	–	1338
2021 Q2	$254K	Hold	7,762	–	–	0.02%	316
2021 Q1	$223K	Hold	7,762	–	–	0.02%	318
2020 Q4	$183K	Hold	7,762	–	–	0.02%	332
2020 Q3	$134K	Sell	7,762 -3,269	-30%	-$53.5K	0.01%	327
2020 Q2	$164K	Buy	11,031 +2,092	+23%	+$28K	0.02%	299
2020 Q1	$117K	Buy	+8,939	New	+$171K	0.02%	308

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's JEF Position: Q1 2026 in Review

Clearstead Advisors reduced its Jefferies Financial Group (JEF) stake by 1.8% in Q1 2026, selling an estimated $18.3K and leaving 19,421 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #591.

Clearstead Advisors first reported a position in JEF in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Clearstead Advisors held 19,421 shares of Jefferies Financial Group worth $802K as of Q1 2026.
Clearstead Advisors sold 352 Jefferies Financial Group shares in Q1 2026, an estimated $18.3K.
Jefferies Financial Group made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #591 holding.
Clearstead Advisors first reported a position in Jefferies Financial Group in Q1 2020 and has held it in 13 quarters since.
Clearstead Advisors's Jefferies Financial Group position peaked at $1.23M in Q4 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.