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DecisionPoint Financial’s Jefferies Financial Group JEF Stock Holding History

DecisionPoint Financial’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 		$496 Hold
12
– – ﹤0.01% 480
2025
Q4 		$744 Hold
12
– – ﹤0.01% 458
2025
Q3 		$762 Hold
12
– – ﹤0.01% 384
2025
Q2 		$667 Buy
+12
New +$594 ﹤0.01% 381

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

DecisionPoint Financial's JEF Position: Q1 2026 in Review

DecisionPoint Financial held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 12 shares worth $496. The position accounts for ﹤0.01% of the portfolio, ranked #480.

DecisionPoint Financial first reported a position in JEF in Q2 2025 and has held it in 4 quarters since. The position peaked at $762 in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • DecisionPoint Financial held 12 shares of Jefferies Financial Group worth $496 as of Q1 2026.
  • DecisionPoint Financial left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #480 holding.
  • DecisionPoint Financial first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 4 quarters since.
  • DecisionPoint Financial's Jefferies Financial Group position peaked at $762 in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.