CRC
JEF icon

Curi RMB Capital’s Jefferies Financial Group JEF Stock Holding History

Curi RMB Capital’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
-10,646
Closed -$660K – 911
2025
Q4 		$660K Buy
+10,646
New +$610K 0.01% 544
2014
Q2 		– Sell
-9,621
Closed -$242K – 430
2014
Q1 		$242K Sell
9,621
-2,148
-18% -$53K 0.02% 331
2013
Q4 		$299K Sell
11,769
-800
-6% -$20.2K 0.02% 288
2013
Q3 		$307K Sell
12,569
-1,035
-8% -$24.8K 0.02% 294
2013
Q2 		$319K Buy
+13,604
New +$358K 0.02% 277

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

Curi RMB Capital's JEF Position: Q1 2026 in Review

Curi RMB Capital sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 10,646 shares — an estimated $660K sold.

Curi RMB Capital first reported a position in JEF in Q2 2013 and held it in 5 quarters. The position peaked at $660K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Curi RMB Capital reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Curi RMB Capital sold 10,646 Jefferies Financial Group shares in Q1 2026, an estimated $660K.
  • Curi RMB Capital first reported a position in Jefferies Financial Group in Q2 2013 and held it in 5 quarters.
  • Curi RMB Capital's Jefferies Financial Group position peaked at $660K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.