Evelyn Partners Investment Management’s Jefferies Financial Group JEF Stock Holding History

Evelyn Partners Investment Management’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	$726K	Hold	17,596	–	–	0.02%	139
2025 Q4	$1.09M	Sell	17,596 -9,145	-34%	-$524K	0.03%	129
2025 Q3	$1.75M	Sell	26,741 -247	-0.9%	-$15.1K	0.05%	110
2025 Q2	$1.48M	Sell	26,988 -11,900	-31%	-$589K	0.05%	118
2025 Q1	$2.08M	Sell	38,888 -880	-2%	-$59.7K	0.07%	99
2024 Q4	$3.12M	Buy	+39,768	New	+$2.86M	0.1%	85

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

Evelyn Partners Investment Management's JEF Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 17,596 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #139.

Evelyn Partners Investment Management first reported a position in JEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.12M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Evelyn Partners Investment Management held 17,596 shares of Jefferies Financial Group worth $726K as of Q1 2026.
Evelyn Partners Investment Management left its Jefferies Financial Group share count unchanged in Q1 2026.
Jefferies Financial Group made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #139 holding.
Evelyn Partners Investment Management first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Jefferies Financial Group position peaked at $3.12M in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.