Focus Partners Wealth
JEF icon

Focus Partners Wealth’s Jefferies Financial Group JEF Stock Holding History

Focus Partners Wealth’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 		$8.01M Buy
194,138
+11,636
+6% +$604K 0.01% 790
2025
Q4 		$11.3M Buy
182,502
+21,072
+13% +$1.21M 0.01% 665
2025
Q3 		$10.6M Sell
161,430
-11,673
-7% -$712K 0.02% 546
2025
Q2 		$9.47M Sell
173,103
-9,578
-5% -$474K 0.02% 511
2025
Q1 		$9.79M Sell
182,681
-85,661
-32% -$5.81M 0.02% 477
2024
Q4 		$21M Buy
268,342
+8,599
+3% +$619K 0.05% 310
2024
Q3 		$16M Sell
259,743
-6,473
-2% -$367K 0.05% 316
2024
Q2 		$13.2M Sell
266,216
-1,106
-0.4% -$49.6K 0.04% 312
2024
Q1 		$11.8M Buy
267,322
+13,885
+5% +$578K 0.1% 199
2023
Q4 		$10.2M Buy
+253,437
New +$8.96M 0.13% 148

Other funds holding JEF

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's JEF Position: Q1 2026 in Review

Focus Partners Wealth increased its Jefferies Financial Group (JEF) stake by 6.4% in Q1 2026, buying an estimated $604K and bringing the position to 194,138 shares worth $8.01M. The position accounts for 0.01% of the portfolio, ranked #790.

Focus Partners Wealth first reported a position in JEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $21M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Focus Partners Wealth held 194,138 shares of Jefferies Financial Group worth $8.01M as of Q1 2026.
  • Focus Partners Wealth bought 11,636 Jefferies Financial Group shares in Q1 2026, an estimated $604K.
  • Jefferies Financial Group made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #790 holding.
  • Focus Partners Wealth first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Jefferies Financial Group position peaked at $21M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.