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First Capital Advisors Group’s Jefferies Financial Group JEF Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$365 Buy
+11
New +$343 ﹤0.01% 931
2018
Q2 		– Sell
-1,499
Closed -$31K – 474
2018
Q1 		$31K Buy
+1,499
New +$34K 0.02% 344

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Capital Advisors Group's JEF Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Jefferies Financial Group (JEF) in Q2 2023: 11 shares worth $365. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in JEF as recently as Q1 2018.

First Capital Advisors Group first reported a position in JEF in Q1 2018 and has held it in 2 quarters since. The position peaked at $31K in Q1 2018. 429 funds tracked by Wall St. Rank hold JEF as of Q2 2023.

  • First Capital Advisors Group held 11 shares of Jefferies Financial Group worth $365 as of Q2 2023.
  • Jefferies Financial Group was a new First Capital Advisors Group position in Q2 2023.
  • Jefferies Financial Group made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #931 holding.
  • First Capital Advisors Group first reported a position in Jefferies Financial Group in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's Jefferies Financial Group position peaked at $31K in Q1 2018.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.