HI
JEF icon

Harbour Investments’s Jefferies Financial Group JEF Stock Holding History

Harbour Investments’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 		$83.9K Buy
2,034
+250
+14% +$13K ﹤0.01% 2061
2025
Q4 		$111K Sell
1,784
-2,767
-61% -$159K ﹤0.01% 1589
2025
Q3 		$298K Buy
4,551
+125
+3% +$7.62K 0.01% 1061
2025
Q2 		$242K Buy
4,426
+2,144
+94% +$106K 0.01% 1088
2025
Q1 		$122K Buy
2,282
+436
+24% +$29.6K ﹤0.01% 1330
2024
Q4 		$145K Buy
1,846
+120
+7% +$8.63K ﹤0.01% 1184
2024
Q3 		$106K Buy
1,726
+44
+3% +$2.5K ﹤0.01% 1289
2024
Q2 		$83.7K Hold
1,682
– – ﹤0.01% 1313
2024
Q1 		$74.2K Sell
1,682
-72
-4% -$3K ﹤0.01% 1342
2023
Q4 		$70.9K Buy
1,754
+25
+1% +$884 ﹤0.01% 1288
2023
Q3 		$63.3K Hold
1,729
– – ﹤0.01% 1242
2023
Q2 		$57.3K Hold
1,729
– – ﹤0.01% 1301
2023
Q1 		$54.9K Sell
1,729
-80
-4% -$2.89K ﹤0.01% 1315
2022
Q4 		$59.3K Sell
1,809
-193
-10% -$6.41K ﹤0.01% 1231
2022
Q3 		$53K Hold
2,002
– – ﹤0.01% 1238
2022
Q2 		$53K Buy
+2,002
New +$59.2K ﹤0.01% 1238
2021
Q4 		$53K Sell
1,422
-748
-34% -$28.8K ﹤0.01% 1239
2021
Q3 		$77K Buy
2,170
+391
+22% +$13.1K ﹤0.01% 1521
2021
Q2 		$58K Buy
1,779
+8
+0.5% +$244 ﹤0.01% 1721
2021
Q1 		$51K Buy
+1,771
New +$48.3K ﹤0.01% 1697

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

Harbour Investments's JEF Position: Q1 2026 in Review

Harbour Investments increased its Jefferies Financial Group (JEF) stake by 14% in Q1 2026, buying an estimated $13K and bringing the position to 2,034 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Harbour Investments first reported a position in JEF in Q1 2021 and has held it in 20 quarters since. The position peaked at $298K in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Harbour Investments held 2,034 shares of Jefferies Financial Group worth $83.9K as of Q1 2026.
  • Harbour Investments bought 250 Jefferies Financial Group shares in Q1 2026, an estimated $13K.
  • Jefferies Financial Group made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2061 holding.
  • Harbour Investments first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Jefferies Financial Group position peaked at $298K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.