First Wilshire Securities Management’s Jefferies Financial Group JEF Stock Holding History

First Wilshire Securities Management’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
2026 Q1	$2.18M	Buy	52,828 +655	+1%	+$34K	0.49%	35
2025 Q4	$3.23M	Sell	52,173 -86	-0.2%	-$4.93K	0.81%	36
2025 Q3	$3.42M	Sell	52,259 -723	-1%	-$44.1K	0.91%	33
2025 Q2	$2.9M	Sell	52,982 -239	-0.4%	-$11.8K	0.79%	33
2025 Q1	$2.85M	Sell	53,221 -617	-1%	-$41.9K	0.82%	30
2024 Q4	$4.22M	Sell	53,838 -825	-2%	-$59.3K	1.15%	27
2024 Q3	$3.37M	Sell	54,663 -14,951	-21%	-$848K	0.95%	25
2024 Q2	$3.46M	Sell	69,614 -786	-1%	-$35.3K	1.06%	26
2024 Q1	$3.1M	Sell	70,400 -73,688	-51%	-$3.07M	0.91%	28
2023 Q4	$5.82M	Sell	144,088 -5,241	-4%	-$185K	1.88%	19
2023 Q3	$5.47M	Sell	149,329 -7,203	-5%	-$258K	1.87%	20
2023 Q2	$5.19M	Buy	156,532 +951	+0.6%	+$29.7K	1.78%	20
2023 Q1	$4.94M	Sell	155,581 -566,231	-78%	-$20.5M	1.68%	20
2022 Q4	$23.7M	Sell	721,812 -8,753	-1%	-$291K	8.27%	2
2022 Q3	$20.6M	Buy	730,565 +1,429	+0.2%	+$43.3K	8.33%	2
2022 Q2	$19.3M	Sell	729,136 -4,691	-0.6%	-$139K	7.19%	4
2022 Q1	$23M	Sell	733,827 -7,734	-1%	-$263K	8.1%	3
2021 Q4	$27.5M	Sell	741,561 -13,070	-2%	-$503K	8.58%	3
2021 Q3	$26.8M	Sell	754,631 -1,121	-0.1%	-$37.5K	8.88%	2
2021 Q2	$24.7M	Sell	755,752 -10,303	-1%	-$314K	8.65%	3
2021 Q1	$22M	Sell	766,055 -134,331	-15%	-$3.66M	8.24%	3
2020 Q4	$21.2M	Sell	900,386 -35,901	-4%	-$753K	8.53%	3
2020 Q3	$16.1M	Sell	936,287 -27,586	-3%	-$451K	7.69%	3
2020 Q2	$14.3M	Sell	963,873 -4,056	-0.4%	-$54.3K	6.63%	5
2020 Q1	$12.7M	Buy	967,929 +287,577	+42%	+$5.49M	7.11%	4
2019 Q4	$13.9M	Sell	680,352 -11,513	-2%	-$218K	5.22%	2
2019 Q3	$12.2M	Buy	691,865 +476,668	+222%	+$8.49M	4.61%	3
2019 Q2	$3.7M	Sell	215,197 -28,340	-12%	-$486K	1.47%	25
2019 Q1	$4.1M	Buy	+243,537	New	+$4.3M	1.4%	26

Other funds holding JEF

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Wilshire Securities Management's JEF Position: Q1 2026 in Review

First Wilshire Securities Management increased its Jefferies Financial Group (JEF) stake by 1.3% in Q1 2026, buying an estimated $34K and bringing the position to 52,828 shares worth $2.18M. The position accounts for 0.49% of the portfolio, ranked #35.

First Wilshire Securities Management first reported a position in JEF in Q1 2019 and has held it in 29 quarters since. The position peaked at $27.5M in Q4 2021. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

First Wilshire Securities Management held 52,828 shares of Jefferies Financial Group worth $2.18M as of Q1 2026.
First Wilshire Securities Management bought 655 Jefferies Financial Group shares in Q1 2026, an estimated $34K.
Jefferies Financial Group made up 0.49% of First Wilshire Securities Management's portfolio in Q1 2026, its #35 holding.
First Wilshire Securities Management first reported a position in Jefferies Financial Group in Q1 2019 and has held it in 29 quarters since.
First Wilshire Securities Management's Jefferies Financial Group position peaked at $27.5M in Q4 2021.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on First Wilshire Securities Management's 13F filing for Q1 2026, filed 12 May 2026.