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EverSource Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

EverSource Wealth Advisors’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 		$184K Buy
4,462
+499
+13% +$25.9K 0.01% 1100
2025
Q4 		$246K Buy
3,963
+3,147
+386% +$180K 0.01% 854
2025
Q3 		$53.4K Sell
816
-76
-9% -$4.63K ﹤0.01% 1666
2025
Q2 		$48.8K Buy
892
+548
+159% +$27.1K ﹤0.01% 1634
2025
Q1 		$18.4K Sell
344
-2
-0.6% -$136 ﹤0.01% 1732
2024
Q4 		$27.1K Buy
346
+92
+36% +$6.62K ﹤0.01% 1475
2024
Q3 		$15.6K Buy
254
+25
+11% +$1.42K ﹤0.01% 1617
2024
Q2 		$13.4K Sell
229
-43
-16% -$1.93K ﹤0.01% 1710
2024
Q1 		$11.7K Buy
272
+159
+141% +$6.62K ﹤0.01% 1604
2023
Q4 		$4.57K Sell
113
-82
-42% -$2.9K ﹤0.01% 1896
2023
Q3 		$7.14K Buy
195
+54
+38% +$1.94K ﹤0.01% 1543
2023
Q2 		$4.68K Buy
141
+62
+78% +$1.94K ﹤0.01% 1754
2023
Q1 		$2.51K Buy
79
+44
+126% +$1.59K ﹤0.01% 1866
2022
Q4 		$1.13K Hold
35
– – ﹤0.01% 2053
2022
Q3 		$1K Sell
35
-1,936
-98% -$58.6K ﹤0.01% 1837
2022
Q2 		$52K Buy
1,971
+1,913
+3,298% +$56.6K 0.01% 617
2022
Q1 		$2K Buy
+58
New +$1.97K ﹤0.01% 1534

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

EverSource Wealth Advisors's JEF Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Jefferies Financial Group (JEF) stake by 13% in Q1 2026, buying an estimated $25.9K and bringing the position to 4,462 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #1100.

EverSource Wealth Advisors first reported a position in JEF in Q1 2022 and has held it in 17 quarters since. The position peaked at $246K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • EverSource Wealth Advisors held 4,462 shares of Jefferies Financial Group worth $184K as of Q1 2026.
  • EverSource Wealth Advisors bought 499 Jefferies Financial Group shares in Q1 2026, an estimated $25.9K.
  • Jefferies Financial Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1100 holding.
  • EverSource Wealth Advisors first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Jefferies Financial Group position peaked at $246K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.