Horizon Investments’s Jefferies Financial Group JEF Stock Holding History

Horizon Investments’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	$743	Buy	+18	New	+$934	﹤0.01%	1335
2020 Q1	–	Sell	-13,681	Closed	-$279K	–	400
2019 Q4	$279K	Hold	13,681	–	–	0.01%	427
2019 Q3	$241K	Sell	13,681 -17,859	-57%	-$318K	0.01%	321
2019 Q2	$543K	Buy	31,540 +12,795	+68%	+$220K	0.02%	239
2019 Q1	$315K	Buy	18,745 +7,488	+67%	+$132K	0.01%	249
2018 Q4	$175K	Buy	+11,257	New	+$206K	0.01%	199

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horizon Investments's JEF Position: Q1 2026 in Review

Horizon Investments opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 18 shares worth $743. The stake represents ﹤0.01% of the portfolio and ranks #1335 among its holdings. This is a return to the name: Horizon Investments previously reported a position in JEF as recently as Q4 2019.

Horizon Investments first reported a position in JEF in Q4 2018 and has held it in 6 quarters since. The position peaked at $543K in Q2 2019. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Horizon Investments held 18 shares of Jefferies Financial Group worth $743 as of Q1 2026.
Jefferies Financial Group was a new Horizon Investments position in Q1 2026.
Jefferies Financial Group made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1335 holding.
Horizon Investments first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 6 quarters since.
Horizon Investments's Jefferies Financial Group position peaked at $543K in Q2 2019.
557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.