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Cullen/Frost Bankers’s Jefferies Financial Group JEF Stock Holding History

Cullen/Frost Bankers’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
-8
Closed -$496 – 1480
2025
Q4 		$496 Buy
+8
New +$459 ﹤0.01% 1352
2025
Q2 		– Sell
-1,000
Closed -$53.6K – 1363
2025
Q1 		$53.6K Sell
1,000
-472
-32% -$32K ﹤0.01% 710
2024
Q4 		$115K Hold
1,472
– – ﹤0.01% 577
2024
Q3 		$90.6K Buy
+1,472
New +$83.5K ﹤0.01% 626
2023
Q4 		– Sell
-1,300
Closed -$47.6K – 1105
2023
Q3 		$47.6K Sell
1,300
-3,516
-73% -$126K ﹤0.01% 733
2023
Q2 		$160K Hold
4,816
– – ﹤0.01% 544
2023
Q1 		$153K Sell
4,816
-275
-5% -$9.94K ﹤0.01% 539
2022
Q4 		$167K Buy
5,091
+419
+9% +$13.9K ﹤0.01% 526
2022
Q3 		$132K Sell
4,672
-1,982
-30% -$60K ﹤0.01% 546
2022
Q2 		$176K Buy
6,654
+243
+4% +$7.18K ﹤0.01% 517
2022
Q1 		$201K Hold
6,411
– – ﹤0.01% 524
2021
Q4 		$238K Buy
6,411
+941
+17% +$36.2K ﹤0.01% 509
2021
Q3 		$194K Sell
5,470
-940
-15% -$31.5K ﹤0.01% 525
2021
Q2 		$210K Hold
6,410
– – ﹤0.01% 522
2021
Q1 		$184K Hold
6,410
– – ﹤0.01% 528
2020
Q4 		$151K Hold
6,410
– – ﹤0.01% 522
2020
Q3 		$110K Hold
6,410
– – ﹤0.01% 545
2020
Q2 		$95K Buy
6,410
+4,643
+263% +$62.2K ﹤0.01% 548
2020
Q1 		$23K Sell
1,767
-1,310
-43% -$25K ﹤0.01% 614
2019
Q4 		$63K Buy
3,077
+1,437
+88% +$27.2K ﹤0.01% 566
2019
Q3 		$29K Buy
1,640
+1,234
+304% +$22K ﹤0.01% 663
2019
Q2 		$7K Hold
406
– – ﹤0.01% 885
2019
Q1 		$7K Buy
+406
New +$7.17K ﹤0.01% 783

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cullen/Frost Bankers's JEF Position: Q1 2026 in Review

Cullen/Frost Bankers sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 8 shares — an estimated $496 sold.

Cullen/Frost Bankers first reported a position in JEF in Q1 2019 and held it in 23 quarters. The position peaked at $238K in Q4 2021. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Cullen/Frost Bankers reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Cullen/Frost Bankers sold 8 Jefferies Financial Group shares in Q1 2026, an estimated $496.
  • Cullen/Frost Bankers first reported a position in Jefferies Financial Group in Q1 2019 and held it in 23 quarters.
  • Cullen/Frost Bankers's Jefferies Financial Group position peaked at $238K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Cullen/Frost Bankers's 13F filing for Q1 2026, filed 5 May 2026.