Evercore Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Evercore Wealth 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 Q2	$598K	Hold	11,963	–	–	0.01%	273
2026 Q1	$494K	Hold	11,963	–	–	0.01%	284
2025 Q4	$741K	Sell	11,963 -1,790	-13%	-$103K	0.01%	247
2025 Q3	$900K	Buy	13,753 +645	+5%	+$39.3K	0.01%	229
2025 Q2	$717K	Buy	13,108 +1,145	+10%	+$56.7K	0.01%	242
2025 Q1	$641K	Sell	11,963 -4,700	-28%	-$319K	0.01%	258
2024 Q4	$1.31M	Sell	16,663 -1,270	-7%	-$91.4K	0.02%	197
2024 Q3	$1.1M	Hold	17,933	–	–	0.02%	213
2024 Q2	$892K	Hold	17,933	–	–	0.01%	222
2024 Q1	$791K	Hold	17,933	–	–	0.01%	236
2023 Q4	$725K	Hold	17,933	–	–	0.01%	244
2023 Q3	$657K	Hold	17,933	–	–	0.01%	240
2023 Q2	$595K	Sell	17,933 -580	-3%	-$18.1K	0.01%	257
2023 Q1	$588K	Sell	18,513 -852	-4%	-$30.8K	0.01%	261
2022 Q4	$635K	Hold	19,365	–	–	0.01%	251
2022 Q3	$546K	Hold	19,365	–	–	0.01%	250
2022 Q2	$511K	Hold	19,365	–	–	0.01%	257
2022 Q1	$608K	Sell	19,365 -3,493	-15%	-$119K	0.01%	262
2021 Q4	$848K	Hold	22,858	–	–	0.01%	245
2021 Q3	$811K	Hold	22,858	–	–	0.01%	238
2021 Q2	$747K	Hold	22,858	–	–	0.01%	253
2021 Q1	$658K	Sell	22,858 -628	-3%	-$17.1K	0.01%	262
2020 Q4	$552K	Buy	23,486 +1,287	+6%	+$27K	0.01%	276
2020 Q3	$382K	Buy	22,199 +52	+0.2%	+$851	0.01%	295
2020 Q2	$329K	Buy	22,147 +105	+0.5%	+$1.41K	0.01%	299
2020 Q1	$288K	Sell	22,042 -335	-1%	-$6.39K	0.01%	304
2019 Q4	$457K	Hold	22,377	–	–	0.01%	287
2019 Q3	$394K	Buy	22,377 +4,522	+25%	+$80.5K	0.01%	298
2019 Q2	$307K	Hold	17,855	–	–	0.01%	336
2019 Q1	$300K	Sell	17,855 -391	-2%	-$6.9K	0.01%	332
2018 Q4	$284K	Sell	18,246 -447	-2%	-$8.18K	0.01%	316
2018 Q3	$367K	Buy	18,693 +8,267	+79%	+$172K	0.01%	315
2018 Q2	$212K	Hold	10,426	–	–	0.01%	383
2018 Q1	$212K	Hold	10,426	–	–	0.01%	337
2017 Q4	$247K	Hold	10,426	–	–	0.01%	332
2017 Q3	$236K	Hold	10,426	–	–	0.01%	340
2017 Q2	$244K	Hold	10,426	–	–	0.01%	338
2017 Q1	$243K	Sell	10,426 -62	-0.6%	-$1.39K	0.01%	340
2016 Q4	$218K	Sell	10,488 -594	-5%	-$11.1K	0.01%	348
2016 Q3	$189K	Sell	11,082 -3,351	-23%	-$55.5K	0.01%	386
2016 Q2	$224K	Sell	14,433 -462	-3%	-$7.06K	0.01%	342
2016 Q1	$216K	Hold	14,895	–	–	0.01%	343
2015 Q4	$232K	Buy	14,895 +4,469	+43%	+$74.7K	0.01%	347
2015 Q3	$189K	Hold	10,426	–	–	0.01%	391
2015 Q2	$227K	Sell	10,426 -341	-3%	-$7.28K	0.01%	397
2015 Q1	$215K	Buy	10,767 +341	+3%	+$7.05K	0.01%	406
2014 Q4	$209K	Sell	10,426 -469	-4%	-$9.68K	0.01%	355
2014 Q3	$232K	Hold	10,895	–	–	0.01%	370
2014 Q2	$256K	Hold	10,895	–	–	0.01%	358
2014 Q1	$273K	Buy	10,895 +10,046	+1,183%	+$248K	0.02%	335
2013 Q4	$23K	Sell	849 -137	-14%	-$3.47K	﹤0.01%	660
2013 Q3	$22K	Buy	986 +137	+16%	+$3.28K	﹤0.01%	672
2013 Q2	$19K	Buy	+849	New	+$22.3K	﹤0.01%	669

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evercore Wealth Management's JEF Position: Q2 2026 in Review

Evercore Wealth Management held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 11,963 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #273.

Evercore Wealth Management first reported a position in JEF in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.31M in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Evercore Wealth Management held 11,963 shares of Jefferies Financial Group worth $598K as of Q2 2026.
Evercore Wealth Management left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #273 holding.
Evercore Wealth Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 53 quarters since.
Evercore Wealth Management's Jefferies Financial Group position peaked at $1.31M in Q4 2024.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.