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EP Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

EP Wealth Advisors’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
-4,339
Closed -$269K – 1546
2025
Q4 		$269K Buy
+4,339
New +$249K ﹤0.01% 1197

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

EP Wealth Advisors's JEF Position: Q1 2026 in Review

EP Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 4,339 shares — an estimated $269K sold.

EP Wealth Advisors first reported a position in JEF in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • EP Wealth Advisors reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 4,339 Jefferies Financial Group shares in Q1 2026, an estimated $269K.
  • EP Wealth Advisors first reported a position in Jefferies Financial Group in Q4 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Jefferies Financial Group position peaked at $269K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.