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Dean Investment Associates’s Jefferies Financial Group JEF Stock Holding History

Dean Investment Associates’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
-55,962
Closed -$3.47M – 201
2025
Q4 		$3.47M Buy
55,962
+10,654
+24% +$611K 0.5% 101
2025
Q3 		$2.96M Buy
+45,308
New +$2.76M 0.42% 124

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

Dean Investment Associates's JEF Position: Q1 2026 in Review

Dean Investment Associates sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 55,962 shares — an estimated $3.47M sold.

Dean Investment Associates first reported a position in JEF in Q3 2025 and held it in 2 quarters. The position peaked at $3.47M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Dean Investment Associates reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Dean Investment Associates sold 55,962 Jefferies Financial Group shares in Q1 2026, an estimated $3.47M.
  • Dean Investment Associates first reported a position in Jefferies Financial Group in Q3 2025 and held it in 2 quarters.
  • Dean Investment Associates's Jefferies Financial Group position peaked at $3.47M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.