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Greenleaf Trust’s Jefferies Financial Group JEF Stock Holding History

Greenleaf Trust’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 		$249K Sell
6,025
-24
-0.4% -$1.25K ﹤0.01% 715
2025
Q4 		$375K Buy
6,049
+61
+1% +$3.5K ﹤0.01% 566
2025
Q3 		$392K Buy
5,988
+44
+0.7% +$2.68K ﹤0.01% 563
2025
Q2 		$325K Buy
5,944
+96
+2% +$4.75K ﹤0.01% 606
2025
Q1 		$313K Sell
5,848
-706
-11% -$47.9K ﹤0.01% 632
2024
Q4 		$514K Buy
6,554
+179
+3% +$12.9K ﹤0.01% 498
2024
Q3 		$392K Buy
6,375
+125
+2% +$7.09K ﹤0.01% 577
2024
Q2 		$311K Buy
6,250
+40
+0.6% +$1.79K ﹤0.01% 613
2024
Q1 		$274K Sell
6,210
-142
-2% -$5.91K ﹤0.01% 636
2023
Q4 		$257K Sell
6,352
-566
-8% -$20K ﹤0.01% 642
2023
Q3 		$253K Buy
6,918
+228
+3% +$8.17K ﹤0.01% 636
2023
Q2 		$222K Sell
6,690
-208
-3% -$6.49K ﹤0.01% 693
2023
Q1 		$219K Sell
6,898
-406
-6% -$14.7K ﹤0.01% 706
2022
Q4 		$239K Buy
+7,304
New +$243K ﹤0.01% 658
2022
Q1 		– Sell
-7,031
Closed -$261K – 780
2021
Q4 		$261K Buy
+7,031
New +$271K ﹤0.01% 644
2020
Q2 		– Sell
-12,900
Closed -$169K – 576
2020
Q1 		$169K Buy
+12,900
New +$246K ﹤0.01% 440
2019
Q1 		– Sell
-23,197
Closed -$360K – 544
2018
Q4 		$360K Buy
+23,197
New +$425K 0.01% 321

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

Greenleaf Trust's JEF Position: Q1 2026 in Review

Greenleaf Trust reduced its Jefferies Financial Group (JEF) stake by 0.4% in Q1 2026, selling an estimated $1.25K and leaving 6,025 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Greenleaf Trust first reported a position in JEF in Q4 2018 and has held it in 17 quarters since. The position peaked at $514K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Greenleaf Trust held 6,025 shares of Jefferies Financial Group worth $249K as of Q1 2026.
  • Greenleaf Trust sold 24 Jefferies Financial Group shares in Q1 2026, an estimated $1.25K.
  • Jefferies Financial Group made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #715 holding.
  • Greenleaf Trust first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 17 quarters since.
  • Greenleaf Trust's Jefferies Financial Group position peaked at $514K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.