First Pacific Advisors’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 | $107M | Buy |
2,586,501
+6,218
| +0.2% | +$323K | 1.5% | 25 |
|
|
2025
Q4 | $160M | Hold |
2,580,283
| – | – | 2.11% | 17 |
|
|
2025
Q3 | $169M | Hold |
2,580,283
| – | – | 2.33% | 16 |
|
|
2025
Q2 | $141M | Sell |
2,580,283
-540
| -0% | -$26.7K | 2.02% | 18 |
|
|
2025
Q1 | $138M | Sell |
2,580,823
-220,675
| -8% | -$15M | 2.22% | 17 |
|
|
2024
Q4 | $220M | Sell |
2,801,498
-1,112,782
| -28% | -$80.1M | 3.14% | 12 |
|
|
2024
Q3 | $241M | Sell |
3,914,280
-1,495,930
| -28% | -$84.9M | 3.35% | 12 |
|
|
2024
Q2 | $269M | Sell |
5,410,210
-10,160
| -0.2% | -$456K | 3.64% | 11 |
|
|
2024
Q1 | $239M | Sell |
5,420,370
-3,380
| -0.1% | -$141K | 3.35% | 12 |
|
|
2023
Q4 | $219M | Sell |
5,423,750
-4,910
| -0.1% | -$174K | 3.28% | 12 |
|
|
2023
Q3 | $199M | Sell |
5,428,660
-83,351
| -2% | -$2.99M | 3.12% | 14 |
|
|
2023
Q2 | $183M | Sell |
5,512,011
-91,690
| -2% | -$2.86M | 2.67% | 16 |
|
|
2023
Q1 | $178M | Sell |
5,603,701
-359,721
| -6% | -$13M | 2.76% | 15 |
|
|
2022
Q4 | $195M | Sell |
5,963,422
-45,302
| -0.8% | -$1.51M | 3% | 13 |
|
|
2022
Q3 | $169M | Sell |
6,008,724
-27,371
| -0.5% | -$828K | 2.69% | 15 |
|
|
2022
Q2 | $159M | Buy |
6,036,095
+7,228
| +0.1% | +$214K | 2.36% | 16 |
|
|
2022
Q1 | $189M | Buy |
6,028,867
+9,623
| +0.2% | +$327K | 2.44% | 16 |
|
|
2021
Q4 | $223M | Sell |
6,019,244
-1,091,022
| -15% | -$42M | 2.77% | 14 |
|
|
2021
Q3 | $252M | Sell |
7,110,266
-296,703
| -4% | -$9.93M | 3.27% | 13 |
|
|
2021
Q2 | $242M | Sell |
7,406,969
-52,877
| -0.7% | -$1.61M | 3.04% | 13 |
|
|
2021
Q1 | $215M | Sell |
7,459,846
-7,290,578
| -49% | -$199M | 2.92% | 16 |
|
|
2020
Q4 | $347M | Sell |
14,750,424
-3,262,837
| -18% | -$68.5M | 4.47% | 10 |
|
|
2020
Q3 | $310M | Sell |
18,013,261
-871,889
| -5% | -$14.3M | 4.31% | 10 |
|
|
2020
Q2 | $281M | Sell |
18,885,150
-980,535
| -5% | -$13.1M | 3.78% | 11 |
|
|
2020
Q1 | $260M | Sell |
19,865,685
-1,477,845
| -7% | -$28.2M | 3.66% | 11 |
|
|
2019
Q4 | $436M | Sell |
21,343,530
-296,075
| -1% | -$5.6M | 4.15% | 9 |
|
|
2019
Q3 | $381M | Sell |
21,639,605
-1,305,078
| -6% | -$23.2M | 3.59% | 13 |
|
|
2019
Q2 | $395M | Buy |
22,944,683
+91,191
| +0.4% | +$1.56M | 3.44% | 14 |
|
|
2019
Q1 | $384M | Sell |
22,853,492
-230,664
| -1% | -$4.07M | 3.37% | 14 |
|
|
2018
Q4 | $359M | Buy |
23,084,156
+1,371,476
| +6% | +$25.1M | 3.41% | 13 |
|
|
2018
Q3 | $427M | Sell |
21,712,680
-54,500
| -0.3% | -$1.14M | 3.09% | 13 |
|
|
2018
Q2 | $443M | Buy |
21,767,180
+644,639
| +3% | +$13.5M | 3.18% | 13 |
|
|
2018
Q1 | $430M | Sell |
21,122,541
-425,610
| -2% | -$9.65M | 3.27% | 13 |
|
|
2017
Q4 | $511M | Buy |
21,548,151
+19,542
| +0.1% | +$451K | 3.82% | 13 |
|
|
2017
Q3 | $487M | Sell |
21,528,609
-976,378
| -4% | -$21.9M | 3.74% | 11 |
|
|
2017
Q2 | $527M | Sell |
22,504,987
-147,271
| -0.7% | -$3.35M | 3.99% | 9 |
|
|
2017
Q1 | $527M | Sell |
22,652,258
-1,633,978
| -7% | -$36.5M | 4.23% | 9 |
|
|
2016
Q4 | $505M | Sell |
24,286,236
-764,544
| -3% | -$14.3M | 4.03% | 9 |
|
|
2016
Q3 | $427M | Sell |
25,050,780
-107,043
| -0.4% | -$1.77M | 3.54% | 12 |
|
|
2016
Q2 | $390M | Buy |
25,157,823
+1,806,496
| +8% | +$27.6M | 3.29% | 12 |
|
|
2016
Q1 | $338M | Buy |
23,351,327
+3,565,091
| +18% | +$50.2M | 3.07% | 13 |
|
|
2015
Q4 | $308M | Buy |
19,786,236
+9,607,725
| +94% | +$161M | 2.73% | 12 |
|
|
2015
Q3 | $185M | Buy |
10,178,511
+6,727,591
| +195% | +$135M | 1.59% | 21 |
|
|
2015
Q2 | $75M | Buy |
3,450,920
+235,155
| +7% | +$5.02M | 0.61% | 44 |
|
|
2015
Q1 | $64.2M | Buy |
+3,215,765
| New | +$66.4M | 0.53% | 46 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
First Pacific Advisors's JEF Position: Q1 2026 in Review
First Pacific Advisors increased its Jefferies Financial Group (JEF) stake by 0.24% in Q1 2026, buying an estimated $323K and bringing the position to 2,586,501 shares worth $107M. The position accounts for 1.5% of the portfolio, ranked #25.
First Pacific Advisors first reported a position in JEF in Q1 2015 and has held it in 45 quarters since. The position peaked at $527M in Q1 2017. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- First Pacific Advisors held 2,586,501 shares of Jefferies Financial Group worth $107M as of Q1 2026.
- First Pacific Advisors bought 6,218 Jefferies Financial Group shares in Q1 2026, an estimated $323K.
- Jefferies Financial Group made up 1.5% of First Pacific Advisors's portfolio in Q1 2026, its #25 holding.
- First Pacific Advisors first reported a position in Jefferies Financial Group in Q1 2015 and has held it in 45 quarters since.
- First Pacific Advisors's Jefferies Financial Group position peaked at $527M in Q1 2017.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on First Pacific Advisors's 13F filing for Q1 2026, filed 14 May 2026.