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Forum Financial Management’s Jefferies Financial Group JEF Stock Holding History

Forum Financial 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 		– Sell
-6,690
Closed -$415K – 673
2025
Q4 		$415K Sell
6,690
-544
-8% -$31.2K 0.01% 577
2025
Q3 		$473K Buy
7,234
+371
+5% +$22.6K 0.01% 482
2025
Q2 		$375K Sell
6,863
-765
-10% -$37.9K 0.01% 536
2025
Q1 		$409K Sell
7,628
-94
-1% -$6.38K 0.01% 443
2024
Q4 		$605K Buy
7,722
+432
+6% +$31.1K 0.01% 318
2024
Q3 		$449K Buy
7,290
+481
+7% +$27.3K 0.01% 366
2024
Q2 		$339K Hold
6,809
– – 0.01% 434
2024
Q1 		$300K Sell
6,809
-152
-2% -$6.33K 0.01% 503
2023
Q4 		$281K Hold
6,961
– – 0.01% 479
2023
Q3 		$255K Hold
6,961
– – 0.01% 480
2023
Q2 		$231K Sell
6,961
-76
-1% -$2.37K 0.01% 552
2023
Q1 		$223K Sell
7,037
-244
-3% -$8.82K 0.01% 510
2022
Q4 		$239K Sell
7,281
-771
-10% -$25.6K 0.01% 481
2022
Q3 		$227K Sell
8,052
-136
-2% -$4.12K 0.01% 453
2022
Q2 		$216K Buy
8,188
+455
+6% +$13.4K 0.01% 487
2022
Q1 		$242K Hold
7,733
– – 0.01% 487
2021
Q4 		$287K Buy
+7,733
New +$298K 0.01% 441

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's JEF Position: Q1 2026 in Review

Forum Financial Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 6,690 shares — an estimated $415K sold.

Forum Financial Management first reported a position in JEF in Q4 2021 and held it in 17 quarters. The position peaked at $605K in Q4 2024. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Forum Financial Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,690 Jefferies Financial Group shares in Q1 2026, an estimated $415K.
  • Forum Financial Management first reported a position in Jefferies Financial Group in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Jefferies Financial Group position peaked at $605K in Q4 2024.
  • 560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.