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Evolve Private Wealth’s Jefferies Financial Group JEF Stock Holding History

Evolve Private Wealth’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
-5,793
Closed -$359K – 1028
2025
Q4 		$359K Buy
+5,793
New +$332K 0.02% 659

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolve Private Wealth's JEF Position: Q1 2026 in Review

Evolve Private Wealth sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 5,793 shares — an estimated $359K sold.

Evolve Private Wealth first reported a position in JEF in Q4 2025 and held it in 1 quarter. The position peaked at $359K in Q4 2025. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Evolve Private Wealth reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 5,793 Jefferies Financial Group shares in Q1 2026, an estimated $359K.
  • Evolve Private Wealth first reported a position in Jefferies Financial Group in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's Jefferies Financial Group position peaked at $359K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.