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High Note Wealth’s Jefferies Financial Group JEF Stock Holding History

High Note Wealth’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 		$31.8K Hold
770
– – 0.01% 231
2025
Q4 		$47.7K Sell
770
-37
-5% -$2.12K 0.01% 190
2025
Q3 		$52.8K Buy
807
+35
+5% +$2.13K 0.01% 176
2025
Q2 		$42.2K Sell
772
-40
-5% -$1.98K 0.01% 186
2025
Q1 		$43.5K Hold
812
– – 0.01% 178
2024
Q4 		$63.7K Buy
+812
New +$58.4K 0.02% 156

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

High Note Wealth's JEF Position: Q1 2026 in Review

High Note Wealth held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 770 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #231.

High Note Wealth first reported a position in JEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.7K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • High Note Wealth held 770 shares of Jefferies Financial Group worth $31.8K as of Q1 2026.
  • High Note Wealth left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #231 holding.
  • High Note Wealth first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Jefferies Financial Group position peaked at $63.7K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.