Everence Capital Management’s Jefferies Financial Group JEF Stock Holding History

Everence Capital 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	–	Sell	-4,831	Closed	-$299K	–	847
2025 Q4	$299K	Hold	4,831	–	–	0.02%	587
2025 Q3	$316K	Sell	4,831 -1,429	-23%	-$87.1K	0.02%	584
2025 Q2	$342K	Buy	+6,260	New	+$310K	0.02%	523
2025 Q1	–	Sell	-3,340	Closed	-$262K	–	811
2024 Q4	$262K	Buy	+3,340	New	+$240K	0.02%	646
2019 Q3	–	Sell	-18,757	Closed	-$323K	–	654
2019 Q2	$323K	Hold	18,757	–	–	0.05%	407
2019 Q1	$315K	Hold	18,757	–	–	0.06%	391
2018 Q4	$291K	Hold	18,757	–	–	0.07%	296
2018 Q3	$369K	Buy	+18,757	New	+$391K	0.07%	278
2018 Q1	–	Sell	-9,339	Closed	-$221K	–	432
2017 Q4	$221K	Hold	9,339	–	–	0.05%	375
2017 Q3	$211K	Hold	9,339	–	–	0.05%	354
2017 Q2	$219K	Hold	9,339	–	–	0.05%	332
2017 Q1	$217K	Buy	+9,339	New	+$209K	0.06%	326

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

Everence Capital Management's JEF Position: Q1 2026 in Review

Everence Capital Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 4,831 shares — an estimated $299K sold.

Everence Capital Management first reported a position in JEF in Q1 2017 and held it in 12 quarters. The position peaked at $369K in Q3 2018. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Everence Capital Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Everence Capital Management sold 4,831 Jefferies Financial Group shares in Q1 2026, an estimated $299K.
Everence Capital Management first reported a position in Jefferies Financial Group in Q1 2017 and held it in 12 quarters.
Everence Capital Management's Jefferies Financial Group position peaked at $369K in Q3 2018.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.