Freestone Grove Partners’s Jefferies Financial Group JEF Stock Holding History

Freestone Grove Partners’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	$54.1M	Buy	1,309,996 +350,708	+37%	+$18.2M	0.38%	79
2025 Q4	$59.4M	Buy	959,288 +637,684	+198%	+$36.6M	0.43%	60
2025 Q3	$21M	Sell	321,604 -321,245	-50%	-$19.6M	0.16%	203
2025 Q2	$35.2M	Buy	642,849 +47,712	+8%	+$2.36M	0.27%	138
2025 Q1	$31.9M	Buy	+595,137	New	+$40.4M	0.33%	111

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

Freestone Grove Partners's JEF Position: Q1 2026 in Review

Freestone Grove Partners increased its Jefferies Financial Group (JEF) stake by 37% in Q1 2026, buying an estimated $18.2M and bringing the position to 1,309,996 shares worth $54.1M. The position accounts for 0.38% of the portfolio, ranked #79.

Freestone Grove Partners first reported a position in JEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $59.4M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Freestone Grove Partners held 1,309,996 shares of Jefferies Financial Group worth $54.1M as of Q1 2026.
Freestone Grove Partners bought 350,708 Jefferies Financial Group shares in Q1 2026, an estimated $18.2M.
Jefferies Financial Group made up 0.38% of Freestone Grove Partners's portfolio in Q1 2026, its #79 holding.
Freestone Grove Partners first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 5 quarters since.
Freestone Grove Partners's Jefferies Financial Group position peaked at $59.4M in Q4 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

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