Hantz Financial Services’s Jefferies Financial Group JEF Stock Holding History

Hantz Financial Services’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	$151K	Buy	3,648 +707	+24%	+$36.7K	﹤0.01%	1106
2025 Q4	$182K	Buy	2,941 +1,259	+75%	+$72.2K	﹤0.01%	911
2025 Q3	$110K	Buy	1,682 +689	+69%	+$42K	﹤0.01%	935
2025 Q2	$54K	Buy	993 +966	+3,578%	+$47.8K	﹤0.01%	939
2025 Q1	$1K	Buy	+27	New	+$1.83K	﹤0.01%	1536

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

Hantz Financial Services's JEF Position: Q1 2026 in Review

Hantz Financial Services increased its Jefferies Financial Group (JEF) stake by 24% in Q1 2026, buying an estimated $36.7K and bringing the position to 3,648 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Hantz Financial Services first reported a position in JEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $182K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Hantz Financial Services held 3,648 shares of Jefferies Financial Group worth $151K as of Q1 2026.
Hantz Financial Services bought 707 Jefferies Financial Group shares in Q1 2026, an estimated $36.7K.
Jefferies Financial Group made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1106 holding.
Hantz Financial Services first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 5 quarters since.
Hantz Financial Services's Jefferies Financial Group position peaked at $182K in Q4 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.