Focus Partners Advisor Solutions’s Jefferies Financial Group JEF Stock Holding History

Focus Partners Advisor Solutions’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	$1.11M	Buy	26,856 +9,780	+57%	+$508K	0.01%	532
2025 Q4	$1.06M	Buy	17,076 +8,678	+103%	+$497K	0.01%	480
2025 Q3	$484K	Buy	+8,398	New	+$512K	0.01%	743
2025 Q2	–	Sell	-4,106	Closed	-$220K	–	1132
2025 Q1	$220K	Sell	4,106 -701	-15%	-$47.6K	﹤0.01%	881
2024 Q4	$377K	Buy	+4,807	New	+$346K	0.01%	541

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

Focus Partners Advisor Solutions's JEF Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Jefferies Financial Group (JEF) stake by 57% in Q1 2026, buying an estimated $508K and bringing the position to 26,856 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #532.

Focus Partners Advisor Solutions first reported a position in JEF in Q4 2024 and has held it in 5 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Focus Partners Advisor Solutions held 26,856 shares of Jefferies Financial Group worth $1.11M as of Q1 2026.
Focus Partners Advisor Solutions bought 9,780 Jefferies Financial Group shares in Q1 2026, an estimated $508K.
Jefferies Financial Group made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #532 holding.
Focus Partners Advisor Solutions first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 5 quarters since.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.