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Glen Eagle Advisors’s Jefferies Financial Group JEF Stock Holding History

Glen Eagle Advisors’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 		$52.6K Sell
1,276
-176
-12% -$9.13K 0.01% 439
2025
Q4 		$90K Sell
1,452
-271
-16% -$15.5K 0.01% 343
2025
Q3 		$113K Buy
1,723
+1
+0.1% +$61 0.02% 317
2025
Q2 		$94.2K Buy
1,722
+2
+0.1% +$99 0.01% 320
2025
Q1 		$92.1K Sell
1,720
-115
-6% -$7.81K 0.02% 317
2024
Q4 		$144K Sell
1,835
-199
-10% -$14.3K 0.02% 270
2024
Q3 		$125K Sell
2,034
-545
-21% -$30.9K 0.02% 290
2024
Q2 		$128K Buy
2,579
+4
+0.2% +$180 0.02% 275
2024
Q1 		$114K Buy
2,575
+3
+0.1% +$125 0.02% 290
2023
Q4 		$104K Buy
2,572
+6
+0.2% +$212 0.02% 291
2023
Q3 		$94K Buy
2,566
+5
+0.2% +$179 0.02% 293
2023
Q2 		$84.9K Buy
2,561
+8
+0.3% +$250 0.02% 314
2023
Q1 		$81K Sell
2,553
-112
-4% -$4.05K 0.02% 309
2022
Q4 		$87.3K Buy
2,665
+5
+0.2% +$166 0.02% 289
2022
Q3 		$75K Buy
2,660
+115
+5% +$3.48K 0.02% 300
2022
Q2 		$67.2K Buy
2,545
+6
+0.2% +$177 0.02% 323
2022
Q1 		$79.7K Buy
2,539
+874
+52% +$29.7K 0.02% 309
2021
Q4 		$61.8K Buy
1,665
+880
+112% +$33.9K 0.02% 344
2021
Q3 		$27.8K Buy
+785
New +$26.3K 0.01% 487
2018
Q4 		– Sell
-140
Closed -$2.75K – 734
2018
Q3 		$2.75K Hold
140
– – ﹤0.01% 605
2018
Q2 		$2.84K Buy
+140
New +$2.93K ﹤0.01% 588

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

Glen Eagle Advisors's JEF Position: Q1 2026 in Review

Glen Eagle Advisors reduced its Jefferies Financial Group (JEF) stake by 12% in Q1 2026, selling an estimated $9.13K and leaving 1,276 shares worth $52.6K. The position accounts for 0.01% of the portfolio, ranked #439.

Glen Eagle Advisors first reported a position in JEF in Q2 2018 and has held it in 21 quarters since. The position peaked at $144K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Glen Eagle Advisors held 1,276 shares of Jefferies Financial Group worth $52.6K as of Q1 2026.
  • Glen Eagle Advisors sold 176 Jefferies Financial Group shares in Q1 2026, an estimated $9.13K.
  • Jefferies Financial Group made up 0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #439 holding.
  • Glen Eagle Advisors first reported a position in Jefferies Financial Group in Q2 2018 and has held it in 21 quarters since.
  • Glen Eagle Advisors's Jefferies Financial Group position peaked at $144K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.