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First Heartland Consultants’s Jefferies Financial Group JEF Stock Holding History

First Heartland Consultants’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
2025
Q1 		– Sell
-6,320
Closed -$495K – 465
2024
Q4 		$495K Buy
6,320
+55
+0.9% +$3.96K 0.05% 236
2024
Q3 		$386K Buy
6,265
+6
+0.1% +$340 0.04% 288
2024
Q2 		$311 Buy
6,259
+60
+1% +$2.69K 0.02% 336
2024
Q1 		$273K Sell
6,199
-22
-0.4% -$916 0.03% 349
2023
Q4 		$251K Sell
6,221
-72
-1% -$2.55K 0.03% 319
2023
Q3 		$231K Buy
6,293
+55
+0.9% +$1.97K 0.03% 342
2023
Q2 		$207K Buy
+6,238
New +$195K 0.03% 355
2023
Q1 		– Sell
-6,406
Closed -$210K – 374
2022
Q4 		$210K Buy
+6,406
New +$213K 0.03% 352
2022
Q1 		– Sell
-5,588
Closed -$207 – 385
2021
Q4 		$207 Buy
+5,588
New +$215K 0.01% 353

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

First Heartland Consultants's JEF Position: Q1 2025 in Review

First Heartland Consultants sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 6,320 shares — an estimated $495K sold.

First Heartland Consultants first reported a position in JEF in Q4 2021 and held it in 9 quarters. The position peaked at $495K in Q4 2024. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • First Heartland Consultants reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • First Heartland Consultants sold 6,320 Jefferies Financial Group shares in Q1 2025, an estimated $495K.
  • First Heartland Consultants first reported a position in Jefferies Financial Group in Q4 2021 and held it in 9 quarters.
  • First Heartland Consultants's Jefferies Financial Group position peaked at $495K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.