Eastern Bank’s Jefferies Financial Group JEF Stock Holding History

Eastern Bank’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 Q3	$31.1K	Hold	679	–	–	﹤0.01%	716
2026 Q2	$33.9K	Hold	679	–	–	﹤0.01%	682
2026 Q1	$28K	Hold	679	–	–	﹤0.01%	667
2025 Q4	$42.1K	Hold	679	–	–	﹤0.01%	603
2025 Q3	$44.4K	Hold	679	–	–	﹤0.01%	585
2025 Q2	$37.1K	Hold	679	–	–	﹤0.01%	590
2025 Q1	$36.4K	Hold	679	–	–	﹤0.01%	591
2024 Q4	$53.2K	Hold	679	–	–	﹤0.01%	561
2024 Q3	$41.8K	Buy	+679	New	+$38.5K	﹤0.01%	576

Other funds holding JEF

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Eastern Bank's JEF Position: Q3 2026 in Review

Eastern Bank held its Jefferies Financial Group (JEF) position steady in Q3 2026 at 679 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Eastern Bank first reported a position in JEF in Q3 2024 and has held it in 9 quarters since. The position peaked at $53.2K in Q4 2024. 466 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Eastern Bank held 679 shares of Jefferies Financial Group worth $31.1K as of Q3 2026.
Eastern Bank left its Jefferies Financial Group share count unchanged in Q3 2026.
Jefferies Financial Group made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #716 holding.
Eastern Bank first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's Jefferies Financial Group position peaked at $53.2K in Q4 2024.
466 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.