HAG
JEF icon

HighPoint Advisor Group’s Jefferies Financial Group JEF Stock Holding History

HighPoint Advisor Group’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 		– Sell
-7,244
Closed -$449K – 854
2025
Q4 		$449K Sell
7,244
-454
-6% -$26K 0.01% 698
2025
Q3 		$504K Buy
7,698
+1,095
+17% +$66.8K 0.02% 387
2025
Q2 		$361K Buy
6,603
+119
+2% +$5.89K 0.02% 459
2025
Q1 		$305K Sell
6,484
-1,377
-18% -$93.5K 0.02% 481
2024
Q4 		$565K Buy
+7,861
New +$566K 0.03% 343

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighPoint Advisor Group's JEF Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 7,244 shares — an estimated $449K sold.

HighPoint Advisor Group first reported a position in JEF in Q4 2024 and held it in 5 quarters. The position peaked at $565K in Q4 2024. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 7,244 Jefferies Financial Group shares in Q1 2026, an estimated $449K.
  • HighPoint Advisor Group first reported a position in Jefferies Financial Group in Q4 2024 and held it in 5 quarters.
  • HighPoint Advisor Group's Jefferies Financial Group position peaked at $565K in Q4 2024.
  • 560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.