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

First Horizon Advisors’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 Q2	$23.8K	Sell	435 -9	-2%	-$446	﹤0.01%	1348
2025 Q1	$23.8K	Hold	444	–	–	﹤0.01%	1256
2024 Q4	$34.9K	Buy	444 +64	+17%	+$4.6K	﹤0.01%	1107
2024 Q3	$23.4K	Sell	380 -3	-0.8%	-$170	﹤0.01%	1296
2024 Q2	$19.1K	Buy	383 +13	+4%	+$583	﹤0.01%	1292
2024 Q1	$16.3K	Hold	370	–	–	﹤0.01%	1410
2023 Q4	$15K	Hold	370	–	–	﹤0.01%	1442
2023 Q3	$13.6K	Hold	370	–	–	﹤0.01%	1398
2023 Q2	$12.3K	Hold	370	–	–	﹤0.01%	1465
2023 Q1	$11.7K	Buy	370 +69	+23%	+$2.49K	﹤0.01%	1491
2022 Q4	$9.87K	Hold	301	–	–	﹤0.01%	1566
2022 Q3	$9K	Sell	301 -440	-59%	-$13.3K	﹤0.01%	1554
2022 Q2	$19K	Buy	741 +440	+146%	+$13K	﹤0.01%	1307
2022 Q1	$9K	Sell	301 -567	-65%	-$19.3K	﹤0.01%	1128
2021 Q4	$31K	Buy	868 +439	+102%	+$16.9K	﹤0.01%	1117
2021 Q3	$15K	Buy	429 +294	+218%	+$9.84K	﹤0.01%	1380
2021 Q2	$4K	Buy	135 +62	+85%	+$1.89K	﹤0.01%	1582
2021 Q1	$2K	Buy	+73	New	+$1.99K	﹤0.01%	1667
2019 Q2	–	Sell	-3,335	Closed	-$56K	–	1595
2019 Q1	$56K	Buy	3,335 +22	+0.7%	+$388	﹤0.01%	498
2018 Q4	$51K	Buy	3,313 +19	+0.6%	+$348	﹤0.01%	510
2018 Q3	$64K	Buy	3,294 +17	+0.5%	+$354	0.01%	528
2018 Q2	$66K	Buy	+3,277	New	+$68.6K	0.01%	523
2017 Q4	–	Sell	-829	Closed	-$18K	–	1468
2017 Q3	$18K	Buy	829 +1	+0.1%	+$22	﹤0.01%	820
2017 Q2	$18K	Hold	828	–	–	﹤0.01%	821
2017 Q1	$18K	Buy	+828	New	+$18.5K	﹤0.01%	844

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's JEF Position: Q2 2025 in Review

First Horizon Advisors reduced its Jefferies Financial Group (JEF) stake by 2% in Q2 2025, selling an estimated $446 and leaving 435 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

First Horizon Advisors first reported a position in JEF in Q1 2017 and has held it in 25 quarters since. The position peaked at $66K in Q2 2018. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

First Horizon Advisors held 435 shares of Jefferies Financial Group worth $23.8K as of Q2 2025.
First Horizon Advisors sold 9 Jefferies Financial Group shares in Q2 2025, an estimated $446.
Jefferies Financial Group made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1348 holding.
First Horizon Advisors first reported a position in Jefferies Financial Group in Q1 2017 and has held it in 25 quarters since.
First Horizon Advisors's Jefferies Financial Group position peaked at $66K in Q2 2018.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.