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Edgestream Partners’s Jefferies Financial Group JEF Stock Holding History

Edgestream Partners’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
-44,529
Closed -$2.76M – 991
2025
Q4 		$2.76M Sell
44,529
-10,740
-19% -$616K 0.08% 446
2025
Q3 		$3.62M Buy
55,269
+6,576
+14% +$401K 0.11% 367
2025
Q2 		$2.66M Sell
48,693
-31,607
-39% -$1.56M 0.07% 461
2025
Q1 		$4.3M Buy
80,300
+1,658
+2% +$113K 0.15% 272
2024
Q4 		$6.17M Buy
78,642
+31,119
+65% +$2.24M 0.26% 95
2024
Q3 		$2.93M Sell
47,523
-2,505
-5% -$142K 0.13% 285
2024
Q2 		$2.49M Buy
50,028
+19,110
+62% +$858K 0.12% 281
2024
Q1 		$1.36M Sell
30,918
-33,929
-52% -$1.41M 0.07% 436
2023
Q4 		$2.62M Buy
64,847
+32,753
+102% +$1.16M 0.19% 174
2023
Q3 		$1.18M Sell
32,094
-59,119
-65% -$2.12M 0.09% 349
2023
Q2 		$3.03M Sell
91,213
-34,291
-27% -$1.07M 0.27% 85
2023
Q1 		$3.98M Buy
125,504
+40,285
+47% +$1.46M 0.44% 38
2022
Q4 		$2.79M Sell
85,219
-36,631
-30% -$1.22M 0.31% 91
2022
Q3 		$3.44M Buy
121,850
+91,796
+305% +$2.78M 0.27% 135
2022
Q2 		$794K Sell
30,054
-16,234
-35% -$480K 0.06% 355
2022
Q1 		$1.45M Sell
46,288
-28,405
-38% -$964K 0.12% 266
2021
Q4 		$2.77M Buy
74,693
+23,736
+47% +$914K 0.17% 175
2021
Q3 		$1.81M Buy
+50,957
New +$1.71M 0.11% 251

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

Edgestream Partners's JEF Position: Q1 2026 in Review

Edgestream Partners sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 44,529 shares — an estimated $2.76M sold.

Edgestream Partners first reported a position in JEF in Q3 2021 and held it in 18 quarters. The position peaked at $6.17M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Edgestream Partners reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 44,529 Jefferies Financial Group shares in Q1 2026, an estimated $2.76M.
  • Edgestream Partners first reported a position in Jefferies Financial Group in Q3 2021 and held it in 18 quarters.
  • Edgestream Partners's Jefferies Financial Group position peaked at $6.17M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.