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Financial Consulate’s Jefferies Financial Group JEF Stock Holding History

Financial Consulate’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 		$537 Buy
+13
New +$675 ﹤0.01% 1232

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

Financial Consulate's JEF Position: Q1 2026 in Review

Financial Consulate opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 13 shares worth $537. The stake represents ﹤0.01% of the portfolio and ranks #1232 among its holdings.

556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Financial Consulate held 13 shares of Jefferies Financial Group worth $537 as of Q1 2026.
  • Jefferies Financial Group was a new Financial Consulate position in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1232 holding.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.