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Equitable Trust’s Jefferies Financial Group JEF Stock Holding History

Equitable Trust’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 		$607K Buy
14,710
+4,345
+42% +$226K 0.03% 287
2025
Q4 		$642K Hold
10,365
– – 0.03% 289
2025
Q3 		$678K Sell
10,365
-525
-5% -$32K 0.03% 282
2025
Q2 		$596K Buy
10,890
+2,290
+27% +$113K 0.03% 294
2025
Q1 		$461K Sell
8,600
-5,485
-39% -$372K 0.03% 322
2024
Q4 		$1.1M Sell
14,085
-2,835
-17% -$204K 0.06% 207
2024
Q3 		$1.04M Sell
16,920
-3,710
-18% -$210K 0.07% 202
2024
Q2 		$1.03M Hold
20,630
– – 0.07% 193
2024
Q1 		$910K Sell
20,630
-2,160
-9% -$90K 0.06% 209
2023
Q4 		$921K Buy
22,790
+2,270
+11% +$80.3K 0.07% 183
2023
Q3 		$752K Hold
20,520
– – 0.06% 199
2023
Q2 		$681K Hold
20,520
– – 0.05% 221
2023
Q1 		$651K Sell
20,520
-2,000
-9% -$72.3K 0.05% 218
2022
Q4 		$738K Hold
22,520
– – 0.06% 209
2022
Q3 		$635K Sell
22,520
-2,981
-12% -$90.2K 0.05% 220
2022
Q2 		$673K Hold
25,501
– – 0.05% 215
2022
Q1 		$801K Hold
25,501
– – 0.05% 195
2021
Q4 		$946K Hold
25,501
– – 0.06% 185
2021
Q3 		$905K Sell
25,501
-2,045
-7% -$68.4K 0.06% 189
2021
Q2 		$901K Hold
27,546
– – 0.06% 197
2021
Q1 		$793K Sell
27,546
-14,257
-34% -$389K 0.06% 195
2020
Q4 		$983K Sell
41,803
-14,289
-25% -$300K 0.07% 181
2020
Q3 		$965K Sell
56,092
-5,706
-9% -$93.4K 0.08% 171
2020
Q2 		$919K Sell
61,798
-5,026
-8% -$67.3K 0.08% 162
2020
Q1 		$873K Hold
66,824
– – 0.1% 161
2019
Q4 		$1.36M Hold
66,824
– – 0.13% 128
2019
Q3 		$1.18M Sell
66,824
-4,544
-6% -$80.9K 0.12% 135
2019
Q2 		$1.23M Buy
71,368
+4,860
+7% +$83.4K 0.13% 136
2019
Q1 		$1.12M Buy
66,508
+4,915
+8% +$86.8K 0.13% 141
2018
Q4 		$957K Buy
61,593
+7,284
+13% +$133K 0.13% 147
2018
Q3 		$1.07M Buy
+54,309
New +$1.13M 0.12% 151

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

Equitable Trust's JEF Position: Q1 2026 in Review

Equitable Trust increased its Jefferies Financial Group (JEF) stake by 42% in Q1 2026, buying an estimated $226K and bringing the position to 14,710 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #287.

Equitable Trust first reported a position in JEF in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.36M in Q4 2019. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Equitable Trust held 14,710 shares of Jefferies Financial Group worth $607K as of Q1 2026.
  • Equitable Trust bought 4,345 Jefferies Financial Group shares in Q1 2026, an estimated $226K.
  • Jefferies Financial Group made up 0.03% of Equitable Trust's portfolio in Q1 2026, its #287 holding.
  • Equitable Trust first reported a position in Jefferies Financial Group in Q3 2018 and has held it in 31 quarters since.
  • Equitable Trust's Jefferies Financial Group position peaked at $1.36M in Q4 2019.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.