Empowered Funds’s Jefferies Financial Group JEF Stock Holding History

Empowered Funds’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	$1.51M	Buy	36,498 +32,481	+809%	+$1.69M	0.01%	1240
2025 Q4	$249K	Sell	4,017 -827	-17%	-$47.4K	﹤0.01%	895
2025 Q3	$317K	Buy	+4,844	New	+$295K	﹤0.01%	1576
2025 Q2	–	Sell	-41,430	Closed	-$2.22M	–	1801
2025 Q1	$2.22M	Sell	41,430 -83,079	-67%	-$5.64M	0.03%	698
2024 Q4	$9.76M	Buy	124,509 +82,674	+198%	+$5.95M	0.14%	160
2024 Q3	$2.57M	Sell	41,835 -3,483	-8%	-$198K	0.04%	579
2024 Q2	$2.26M	Buy	45,318 +1,648	+4%	+$74K	0.04%	572
2024 Q1	$1.93M	Buy	43,670 +190	+0.4%	+$7.91K	0.03%	636
2023 Q4	$1.76M	Buy	43,480 +2,420	+6%	+$85.6K	0.04%	558
2023 Q3	$1.5M	Buy	41,060 +5,078	+14%	+$182K	0.04%	541
2023 Q2	$1.19M	Buy	35,982 +2,301	+7%	+$71.8K	0.04%	562
2023 Q1	$1.07M	Buy	+33,681	New	+$1.22M	0.06%	278
2022 Q1	–	Sell	-50,227	Closed	-$1.86M	–	274
2021 Q4	$1.86M	Buy	+50,227	New	+$1.93M	0.21%	109

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empowered Funds's JEF Position: Q1 2026 in Review

Empowered Funds increased its Jefferies Financial Group (JEF) stake by 809% in Q1 2026, buying an estimated $1.69M and bringing the position to 36,498 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #1240.

Empowered Funds first reported a position in JEF in Q4 2021 and has held it in 13 quarters since. The position peaked at $9.76M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Empowered Funds held 36,498 shares of Jefferies Financial Group worth $1.51M as of Q1 2026.
Empowered Funds bought 32,481 Jefferies Financial Group shares in Q1 2026, an estimated $1.69M.
Jefferies Financial Group made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1240 holding.
Empowered Funds first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 13 quarters since.
Empowered Funds's Jefferies Financial Group position peaked at $9.76M in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.