Federated Hermes’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16M | Sell |
386,860
-581,691
| -60% | -$30.2M | 0.03% | 518 |
|
|
2025
Q4 | $60M | Sell |
968,551
-513,442
| -35% | -$29.4M | 0.1% | 234 |
|
|
2025
Q3 | $97M | Buy |
1,481,993
+532,923
| +56% | +$32.5M | 0.17% | 150 |
|
|
2025
Q2 | $51.9M | Buy |
949,070
+933,653
| +6,056% | +$46.2M | 0.1% | 257 |
|
|
2025
Q1 | $826K | Sell |
15,417
-22
| -0.1% | -$1.49K | ﹤0.01% | 1163 |
|
|
2024
Q4 | $1.21M | Buy |
15,439
+1,245
| +9% | +$89.6K | ﹤0.01% | 1052 |
|
|
2024
Q3 | $874K | Sell |
14,194
-3,052
| -18% | -$173K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $858K | Sell |
17,246
-1,483
| -8% | -$66.6K | ﹤0.01% | 1158 |
|
|
2024
Q1 | $826K | Sell |
18,729
-4,793
| -20% | -$200K | ﹤0.01% | 1199 |
|
|
2023
Q4 | $951K | Buy |
23,522
+714
| +3% | +$25.3K | ﹤0.01% | 1149 |
|
|
2023
Q3 | $835K | Buy |
22,808
+1,329
| +6% | +$47.6K | ﹤0.01% | 1179 |
|
|
2023
Q2 | $712K | Sell |
21,479
-3,762
| -15% | -$117K | ﹤0.01% | 1251 |
|
|
2023
Q1 | $801K | Sell |
25,241
-2,091
| -8% | -$75.5K | ﹤0.01% | 1241 |
|
|
2022
Q4 | $896K | Sell |
27,332
-3,026
| -10% | -$101K | ﹤0.01% | 1168 |
|
|
2022
Q3 | $856K | Sell |
30,358
-2,908
| -9% | -$88K | ﹤0.01% | 1174 |
|
|
2022
Q2 | $878K | Sell |
33,266
-7,043
| -17% | -$208K | ﹤0.01% | 1191 |
|
|
2022
Q1 | $1.27M | Sell |
40,309
-7,229
| -15% | -$245K | ﹤0.01% | 1168 |
|
|
2021
Q4 | $1.76M | Sell |
47,538
-1,447
| -3% | -$55.7K | ﹤0.01% | 1093 |
|
|
2021
Q3 | $1.74M | Sell |
48,985
-1,872
| -4% | -$62.6K | ﹤0.01% | 1086 |
|
|
2021
Q2 | $1.66M | Buy |
50,857
+10,504
| +26% | +$320K | ﹤0.01% | 1153 |
|
|
2021
Q1 | $1.16M | Sell |
40,353
-13,870
| -26% | -$378K | ﹤0.01% | 1311 |
|
|
2020
Q4 | $1.27M | Buy |
54,223
+2,221
| +4% | +$46.6K | ﹤0.01% | 1237 |
|
|
2020
Q3 | $895K | Sell |
52,002
-8,435
| -14% | -$138K | ﹤0.01% | 1278 |
|
|
2020
Q2 | $898K | Sell |
60,437
-6,631
| -10% | -$88.8K | ﹤0.01% | 1287 |
|
|
2020
Q1 | $877K | Sell |
67,068
-16,068
| -19% | -$307K | ﹤0.01% | 1190 |
|
|
2019
Q4 | $1.7M | Sell |
83,136
-18,876
| -19% | -$357K | ﹤0.01% | 1080 |
|
|
2019
Q3 | $1.79M | Buy |
102,012
+89,012
| +685% | +$1.58M | ﹤0.01% | 1067 |
|
|
2019
Q2 | $224K | Buy |
13,000
+57
| +0.4% | +$978 | ﹤0.01% | 1544 |
|
|
2019
Q1 | $218K | Buy |
12,943
+6,198
| +92% | +$109K | ﹤0.01% | 1547 |
|
|
2018
Q4 | $105K | Sell |
6,745
-237
| -3% | -$4.34K | ﹤0.01% | 1612 |
|
|
2018
Q3 | $138K | Buy |
6,982
+6,192
| +784% | +$129K | ﹤0.01% | 1641 |
|
|
2018
Q2 | $16K | Sell |
790
-82
| -9% | -$1.72K | ﹤0.01% | 1836 |
|
|
2018
Q1 | $18K | Sell |
872
-8,028
| -90% | -$182K | ﹤0.01% | 1780 |
|
|
2017
Q4 | $211K | Sell |
8,900
-9,508
| -52% | -$219K | ﹤0.01% | 1511 |
|
|
2017
Q3 | $416K | Buy |
18,408
+518
| +3% | +$11.6K | ﹤0.01% | 1398 |
|
|
2017
Q2 | $419K | Buy |
17,890
+58
| +0.3% | +$1.32K | ﹤0.01% | 1417 |
|
|
2017
Q1 | $415K | Buy |
17,832
+11,605
| +186% | +$259K | ﹤0.01% | 1374 |
|
|
2016
Q4 | $130K | Sell |
6,227
-271
| -4% | -$5.06K | ﹤0.01% | 1553 |
|
|
2016
Q3 | $111K | Buy |
6,498
+66
| +1% | +$1.09K | ﹤0.01% | 1550 |
|
|
2016
Q2 | $100K | Sell |
6,432
-243
| -4% | -$3.71K | ﹤0.01% | 1558 |
|
|
2016
Q1 | $97K | Sell |
6,675
-6,967
| -51% | -$98K | ﹤0.01% | 1570 |
|
|
2015
Q4 | $212K | Buy |
+13,642
| New | +$228K | ﹤0.01% | 1468 |
|
|
2014
Q2 | – | Sell |
-9,698
| Closed | -$243K | – | 1979 |
|
|
2014
Q1 | $243K | Buy |
9,698
+8,956
| +1,207% | +$221K | ﹤0.01% | 1473 |
|
|
2013
Q4 | $19K | Sell |
742
-23,394
| -97% | -$592K | ﹤0.01% | 1691 |
|
|
2013
Q3 | $589K | Buy |
24,136
+14,568
| +152% | +$349K | ﹤0.01% | 1261 |
|
|
2013
Q2 | $225K | Buy |
+9,568
| New | +$251K | ﹤0.01% | 1436 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Federated Hermes's JEF Position: Q1 2026 in Review
Federated Hermes reduced its Jefferies Financial Group (JEF) stake by 60% in Q1 2026, selling an estimated $30.2M and leaving 386,860 shares worth $16M. The position accounts for 0.03% of the portfolio, ranked #518.
Federated Hermes first reported a position in JEF in Q2 2013 and has held it in 46 quarters since. The position peaked at $97M in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Federated Hermes held 386,860 shares of Jefferies Financial Group worth $16M as of Q1 2026.
- Federated Hermes sold 581,691 Jefferies Financial Group shares in Q1 2026, an estimated $30.2M.
- Jefferies Financial Group made up 0.03% of Federated Hermes's portfolio in Q1 2026, its #518 holding.
- Federated Hermes first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 46 quarters since.
- Federated Hermes's Jefferies Financial Group position peaked at $97M in Q3 2025.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.