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HFM Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

HFM Investment 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 		$206 Sell
5
-3
-38% -$156 ﹤0.01% 982
2025
Q4 		$496 Sell
8
-4
-33% -$229 ﹤0.01% 722
2025
Q3 		$785 Buy
12
+4
+50% +$244 ﹤0.01% 470
2025
Q2 		$438 Buy
8
+5
+167% +$248 ﹤0.01% 701
2025
Q1 		$161 Buy
+3
New +$204 ﹤0.01% 709

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

HFM Investment Advisors's JEF Position: Q1 2026 in Review

HFM Investment Advisors reduced its Jefferies Financial Group (JEF) stake by 38% in Q1 2026, selling an estimated $156 and leaving 5 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #982.

HFM Investment Advisors first reported a position in JEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $785 in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • HFM Investment Advisors held 5 shares of Jefferies Financial Group worth $206 as of Q1 2026.
  • HFM Investment Advisors sold 3 Jefferies Financial Group shares in Q1 2026, an estimated $156.
  • Jefferies Financial Group made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #982 holding.
  • HFM Investment Advisors first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Jefferies Financial Group position peaked at $785 in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.