HHM Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

HHM Wealth 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
2025 Q1	–	Sell	-3	Closed	-$236	–	991
2024 Q4	$236	Buy	+3	New	+$216	﹤0.01%	958
2022 Q2	–	Sell	-418	Closed	-$13K	–	816
2022 Q1	$13K	Buy	418 +209	+100%	+$7.1K	﹤0.01%	512
2021 Q4	$8K	Buy	+209	New	+$8.05K	﹤0.01%	532
2021 Q3	–	Sell	-941	Closed	-$31K	–	639
2021 Q2	$31K	Buy	941 +313	+50%	+$9.55K	0.01%	350
2021 Q1	$18K	Buy	+628	New	+$17.1K	0.01%	388

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

HHM Wealth Advisors's JEF Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 3 shares — an estimated $236 sold.

HHM Wealth Advisors first reported a position in JEF in Q1 2021 and held it in 5 quarters. The position peaked at $31K in Q2 2021. 564 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

HHM Wealth Advisors reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 3 Jefferies Financial Group shares in Q1 2025, an estimated $236.
HHM Wealth Advisors first reported a position in Jefferies Financial Group in Q1 2021 and held it in 5 quarters.
HHM Wealth Advisors's Jefferies Financial Group position peaked at $31K in Q2 2021.
564 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.