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HM Payson & Co’s Jefferies Financial Group JEF Stock Holding History

HM Payson & Co’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
Q2 		$65K Sell
1,300
-200
-13% -$10.3K ﹤0.01% 660
2026
Q1 		$61.9K Sell
1,500
-788
-34% -$40.9K ﹤0.01% 650
2025
Q4 		$142K Sell
2,288
-212
-8% -$12.2K ﹤0.01% 498
2025
Q3 		$164K Hold
2,500
– – ﹤0.01% 470
2025
Q2 		$137K Buy
2,500
+100
+4% +$4.95K ﹤0.01% 487
2025
Q1 		$129K Sell
2,400
-1,300
-35% -$88.2K ﹤0.01% 491
2024
Q4 		$290K Sell
3,700
-100
-3% -$7.19K ﹤0.01% 358
2024
Q3 		$234K Hold
3,800
– – ﹤0.01% 385
2024
Q2 		$189K Sell
3,800
-600
-14% -$26.9K ﹤0.01% 407
2024
Q1 		$194K Sell
4,400
-925
-17% -$38.5K ﹤0.01% 411
2023
Q4 		$215K Buy
5,325
+400
+8% +$14.1K ﹤0.01% 371
2023
Q3 		$180K Hold
4,925
– – ﹤0.01% 390
2023
Q2 		$163K Buy
4,925
+3,700
+302% +$115K ﹤0.01% 400
2023
Q1 		$38.9K Sell
1,225
-56
-4% -$2.02K ﹤0.01% 618
2022
Q4 		$42K Hold
1,281
– – ﹤0.01% 579
2022
Q3 		$36K Sell
1,281
-3,452
-73% -$104K ﹤0.01% 625
2022
Q2 		$125K Sell
4,733
-7,165
-60% -$212K ﹤0.01% 442
2022
Q1 		$374K Sell
11,898
-732
-6% -$24.9K 0.01% 309
2021
Q4 		$469K Sell
12,630
-393
-3% -$15.1K 0.01% 282
2021
Q3 		$462K Sell
13,023
-209
-2% -$6.99K 0.01% 283
2021
Q2 		$433K Sell
13,232
-1,778
-12% -$54.2K 0.01% 286
2021
Q1 		$432K Buy
+15,010
New +$409K 0.01% 285

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HM Payson & Co's JEF Position: Q2 2026 in Review

HM Payson & Co reduced its Jefferies Financial Group (JEF) stake by 13% in Q2 2026, selling an estimated $10.3K and leaving 1,300 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

HM Payson & Co first reported a position in JEF in Q1 2021 and has held it in 22 quarters since. The position peaked at $469K in Q4 2021. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • HM Payson & Co held 1,300 shares of Jefferies Financial Group worth $65K as of Q2 2026.
  • HM Payson & Co sold 200 Jefferies Financial Group shares in Q2 2026, an estimated $10.3K.
  • Jefferies Financial Group made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #660 holding.
  • HM Payson & Co first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 22 quarters since.
  • HM Payson & Co's Jefferies Financial Group position peaked at $469K in Q4 2021.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.