First Manhattan’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 | $7.84M | Sell |
189,896
-3,743
| -2% | -$194K | 0.02% | 187 |
|
|
2025
Q4 | $12M | Buy |
193,639
+248
| +0.1% | +$14.2K | 0.03% | 154 |
|
|
2025
Q3 | $12.7M | Sell |
193,391
-3,640
| -2% | -$222K | 0.03% | 145 |
|
|
2025
Q2 | $10.8M | Sell |
197,031
-19,928
| -9% | -$987K | 0.03% | 156 |
|
|
2025
Q1 | $11.6M | Sell |
216,959
-440
| -0.2% | -$29.9K | 0.03% | 138 |
|
|
2024
Q4 | $17M | Sell |
217,399
-684
| -0.3% | -$49.2K | 0.05% | 113 |
|
|
2024
Q3 | $13.4M | Sell |
218,083
-87,327
| -29% | -$4.95M | 0.04% | 123 |
|
|
2024
Q2 | $15.2M | Sell |
305,410
-1,357
| -0.4% | -$60.9K | 0.05% | 124 |
|
|
2024
Q1 | $13.5M | Sell |
306,767
-5,376
| -2% | -$224K | 0.04% | 127 |
|
|
2023
Q4 | $12.6M | Hold |
312,143
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $11.4M | Sell |
312,143
-1,883
| -0.6% | -$67.5K | 0.04% | 132 |
|
|
2023
Q2 | $10.4M | Sell |
314,026
-73,436
| -19% | -$2.29M | 0.04% | 135 |
|
|
2023
Q1 | $12.3M | Sell |
387,462
-32,474
| -8% | -$1.17M | 0.05% | 122 |
|
|
2022
Q4 | $13.8M | Sell |
419,936
-4,762
| -1% | -$158K | 0.05% | 125 |
|
|
2022
Q3 | $12M | Sell |
424,698
-781
| -0.2% | -$23.6K | 0.05% | 126 |
|
|
2022
Q2 | $11.2M | Sell |
425,479
-7,555
| -2% | -$223K | 0.05% | 143 |
|
|
2022
Q1 | $13.6M | Sell |
433,034
-941
| -0.2% | -$32K | 0.04% | 145 |
|
|
2021
Q4 | $16.1M | Sell |
433,975
-6,757
| -2% | -$260K | 0.05% | 132 |
|
|
2021
Q3 | $15.6M | Sell |
440,732
-8,681
| -2% | -$290K | 0.06% | 122 |
|
|
2021
Q2 | $14.7M | Sell |
449,413
-13,778
| -3% | -$420K | 0.05% | 136 |
|
|
2021
Q1 | $13.3M | Sell |
463,191
-13,591
| -3% | -$371K | 0.06% | 138 |
|
|
2020
Q4 | $11.2M | Sell |
476,782
-195,945
| -29% | -$4.11M | 0.05% | 149 |
|
|
2020
Q3 | $11.6M | Sell |
672,727
-37,480
| -5% | -$613K | 0.06% | 135 |
|
|
2020
Q2 | $10.6M | Sell |
710,207
-53,629
| -7% | -$718K | 0.06% | 141 |
|
|
2020
Q1 | $9.98M | Sell |
763,836
-288,988
| -27% | -$5.52M | 0.06% | 145 |
|
|
2019
Q4 | $21.5M | Sell |
1,052,824
-162,367
| -13% | -$3.07M | 0.11% | 105 |
|
|
2019
Q3 | $21.4M | Sell |
1,215,191
-158,347
| -12% | -$2.82M | 0.12% | 108 |
|
|
2019
Q2 | $23.6M | Sell |
1,373,538
-52,353
| -4% | -$898K | 0.13% | 102 |
|
|
2019
Q1 | $24M | Sell |
1,425,891
-644,498
| -31% | -$11.4M | 0.14% | 98 |
|
|
2018
Q4 | $32.2M | Sell |
2,070,389
-248,116
| -11% | -$4.54M | 0.2% | 76 |
|
|
2018
Q3 | $45.6M | Sell |
2,318,505
-64,676
| -3% | -$1.35M | 0.24% | 68 |
|
|
2018
Q2 | $48.5M | Sell |
2,383,181
-289,640
| -11% | -$6.07M | 0.28% | 65 |
|
|
2018
Q1 | $54.4M | Sell |
2,672,821
-100,478
| -4% | -$2.28M | 0.31% | 62 |
|
|
2017
Q4 | $65.8M | Sell |
2,773,299
-114,562
| -4% | -$2.64M | 0.36% | 54 |
|
|
2017
Q3 | $65.3M | Buy |
2,887,861
+25,037
| +0.9% | +$561K | 0.37% | 54 |
|
|
2017
Q2 | $67M | Sell |
2,862,824
-252,421
| -8% | -$5.75M | 0.39% | 49 |
|
|
2017
Q1 | $72.5M | Sell |
3,115,245
-67,881
| -2% | -$1.52M | 0.43% | 44 |
|
|
2016
Q4 | $66.2M | Sell |
3,183,126
-278,164
| -8% | -$5.2M | 0.4% | 45 |
|
|
2016
Q3 | $59M | Sell |
3,461,290
-1,158,011
| -25% | -$19.2M | 0.36% | 53 |
|
|
2016
Q2 | $71.7M | Sell |
4,619,301
-305,887
| -6% | -$4.67M | 0.44% | 41 |
|
|
2016
Q1 | $71.3M | Sell |
4,925,188
-1,000,901
| -17% | -$14.1M | 0.44% | 43 |
|
|
2015
Q4 | $92.3M | Buy |
5,926,089
+28,615
| +0.5% | +$479K | 0.57% | 38 |
|
|
2015
Q3 | $107M | Sell |
5,897,474
-102,272
| -2% | -$2.05M | 0.69% | 30 |
|
|
2015
Q2 | $130M | Buy |
5,999,746
+328,063
| +6% | +$7.01M | 0.77% | 28 |
|
|
2015
Q1 | $113M | Sell |
5,671,683
-175,509
| -3% | -$3.63M | 0.65% | 35 |
|
|
2014
Q4 | $117M | Sell |
5,847,192
-380,310
| -6% | -$7.85M | 0.66% | 34 |
|
|
2014
Q3 | $133M | Sell |
6,227,502
-414,032
| -6% | -$9.32M | 0.77% | 26 |
|
|
2014
Q2 | $156M | Sell |
6,641,534
-255,360
| -4% | -$5.93M | 0.99% | 18 |
|
|
2014
Q1 | $173M | Sell |
6,896,894
-224,094
| -3% | -$5.53M | 1.14% | 15 |
|
|
2013
Q4 | $181M | Sell |
7,120,988
-1,699,592
| -19% | -$43M | 1.19% | 16 |
|
|
2013
Q3 | $215M | Sell |
8,820,580
-687,546
| -7% | -$16.5M | 1.5% | 13 |
|
|
2013
Q2 | $225M | Buy |
+9,508,126
| New | +$250M | 1.55% | 12 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
First Manhattan's JEF Position: Q1 2026 in Review
First Manhattan reduced its Jefferies Financial Group (JEF) stake by 1.9% in Q1 2026, selling an estimated $194K and leaving 189,896 shares worth $7.84M. The position accounts for 0.02% of the portfolio, ranked #187.
First Manhattan first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $225M in Q2 2013. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- First Manhattan held 189,896 shares of Jefferies Financial Group worth $7.84M as of Q1 2026.
- First Manhattan sold 3,743 Jefferies Financial Group shares in Q1 2026, an estimated $194K.
- Jefferies Financial Group made up 0.02% of First Manhattan's portfolio in Q1 2026, its #187 holding.
- First Manhattan first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
- First Manhattan's Jefferies Financial Group position peaked at $225M in Q2 2013.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.