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HRT Financial’s Jefferies Financial Group JEF Stock Holding History

HRT Financial’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 		$21.7M Buy
524,771
+396,256
+308% +$20.6M 0.05% 315
2025
Q4 		$7.96M Sell
128,515
-214,553
-63% -$12.3M 0.03% 549
2025
Q3 		$22.4M Buy
343,068
+221,914
+183% +$13.5M 0.08% 165
2025
Q2 		$6.63M Buy
+121,154
New +$6M 0.03% 434
2025
Q1 		– Sell
-6,128
Closed -$480K – 2951
2024
Q4 		$480K Sell
6,128
-140,831
-96% -$10.1M ﹤0.01% 1464
2024
Q3 		$9.04M Buy
146,959
+100,069
+213% +$5.68M 0.04% 262
2024
Q2 		$2.33M Buy
46,890
+23,848
+103% +$1.07M 0.01% 671
2024
Q1 		$1.02M Sell
23,042
-301,526
-93% -$12.6M 0.01% 879
2023
Q4 		$13.1M Sell
324,568
-7,963
-2% -$282K 0.1% 116
2023
Q3 		$12.2M Buy
+332,531
New +$11.9M 0.12% 108
2023
Q2 		– Sell
-463,760
Closed -$14.7M – 2865
2023
Q1 		$14.7M Buy
463,760
+317,861
+218% +$11.5M 0.18% 87
2022
Q4 		$4.78M Sell
145,899
-348,046
-70% -$11.6M 0.07% 280
2022
Q3 		$13.9M Buy
+493,945
New +$15M 0.15% 100
2022
Q2 		– Sell
-86,576
Closed -$2.72M – 3305
2022
Q1 		$2.72M Buy
86,576
+48,120
+125% +$1.63M 0.02% 498
2021
Q4 		$1.43M Sell
38,456
-74,689
-66% -$2.88M 0.01% 871
2021
Q3 		$4.02M Buy
113,145
+84,412
+294% +$2.82M 0.02% 395
2021
Q2 		$939K Sell
28,733
-24,626
-46% -$751K 0.01% 1180
2021
Q1 		$1.53M Sell
53,359
-185,729
-78% -$5.06M 0.02% 775
2020
Q4 		$5.62M Buy
239,088
+88,951
+59% +$1.87M 0.11% 143
2020
Q3 		$2.58M Sell
150,137
-243,253
-62% -$3.98M 0.08% 178
2020
Q2 		$5.85M Buy
+393,390
New +$5.27M 0.18% 102
2020
Q1 		– Sell
-14,712
Closed -$300K – 1057
2019
Q4 		$300K Sell
14,712
-92,986
-86% -$1.76M 0.01% 744
2019
Q3 		$1.89M Buy
107,698
+90,485
+526% +$1.61M 0.09% 182
2019
Q2 		$296K Buy
+17,213
New +$295K 0.02% 543
2019
Q1 		– Sell
-13,237
Closed -$205K – 661
2018
Q4 		$205K Buy
+13,237
New +$242K 0.03% 479

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

HRT Financial's JEF Position: Q1 2026 in Review

HRT Financial increased its Jefferies Financial Group (JEF) stake by 308% in Q1 2026, buying an estimated $20.6M and bringing the position to 524,771 shares worth $21.7M. The position accounts for 0.05% of the portfolio, ranked #315.

HRT Financial first reported a position in JEF in Q4 2018 and has held it in 25 quarters since. The position peaked at $22.4M in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • HRT Financial held 524,771 shares of Jefferies Financial Group worth $21.7M as of Q1 2026.
  • HRT Financial bought 396,256 Jefferies Financial Group shares in Q1 2026, an estimated $20.6M.
  • Jefferies Financial Group made up 0.05% of HRT Financial's portfolio in Q1 2026, its #315 holding.
  • HRT Financial first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 25 quarters since.
  • HRT Financial's Jefferies Financial Group position peaked at $22.4M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.