ET
JEF icon

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
Q2 		$450K Sell
9,000
-5,710
-39% -$294K 0.02% 338
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 $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Trust's JEF Position: Q2 2026 in Review

Equitable Trust reduced its Jefferies Financial Group (JEF) stake by 39% in Q2 2026, selling an estimated $294K and leaving 9,000 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #338.

Equitable Trust first reported a position in JEF in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.36M in Q4 2019. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Equitable Trust held 9,000 shares of Jefferies Financial Group worth $450K as of Q2 2026.
  • Equitable Trust sold 5,710 Jefferies Financial Group shares in Q2 2026, an estimated $294K.
  • Jefferies Financial Group made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #338 holding.
  • Equitable Trust first reported a position in Jefferies Financial Group in Q3 2018 and has held it in 32 quarters since.
  • Equitable Trust's Jefferies Financial Group position peaked at $1.36M in Q4 2019.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.