Corient Private Wealth
JEF icon

Corient Private Wealth’s Jefferies Financial Group JEF Stock Holding History

Corient Private Wealth’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 		$1.61M Sell
39,071
-51,173
-57% -$2.66M ﹤0.01% 1381
2025
Q4 		$5.59M Buy
90,244
+42,880
+91% +$2.46M ﹤0.01% 1001
2025
Q3 		$3.1M Sell
47,364
-52,967
-53% -$3.23M ﹤0.01% 885
2025
Q2 		$5.49M Buy
100,331
+2,951
+3% +$146K 0.01% 681
2025
Q1 		$5.22M Sell
97,380
-9,853
-9% -$669K 0.01% 678
2024
Q4 		$8.41M Sell
107,233
-2,499
-2% -$180K 0.01% 553
2024
Q3 		$6.75M Buy
109,732
+4,277
+4% +$243K 0.01% 667
2024
Q2 		$4.76M Buy
105,455
+27,227
+35% +$1.22M 0.01% 720
2024
Q1 		$3.27M Sell
78,228
-24,434
-24% -$1.02M 0.01% 828
2023
Q4 		$4.15M Buy
102,662
+455
+0.4% +$16.1K 0.01% 746
2023
Q3 		$3.74M Buy
102,207
+1,817
+2% +$65.1K 0.01% 708
2023
Q2 		$3.33M Sell
100,390
-3,362
-3% -$105K 0.01% 747
2023
Q1 		$3.29M Buy
103,752
+7,103
+7% +$257K 0.01% 701
2022
Q4 		$3.17M Buy
+96,649
New +$3.21M 0.01% 593

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

Corient Private Wealth's JEF Position: Q1 2026 in Review

Corient Private Wealth reduced its Jefferies Financial Group (JEF) stake by 57% in Q1 2026, selling an estimated $2.66M and leaving 39,071 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Corient Private Wealth first reported a position in JEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.41M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Corient Private Wealth held 39,071 shares of Jefferies Financial Group worth $1.61M as of Q1 2026.
  • Corient Private Wealth sold 51,173 Jefferies Financial Group shares in Q1 2026, an estimated $2.66M.
  • Jefferies Financial Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1381 holding.
  • Corient Private Wealth first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Jefferies Financial Group position peaked at $8.41M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.