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Integrated Wealth Concepts’s Jefferies Financial Group JEF Stock Holding History

Integrated Wealth Concepts’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 		$924K Buy
22,389
+13,541
+153% +$703K 0.01% 1161
2025
Q4 		$548K Buy
+8,848
New +$507K 0.01% 1049

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

Integrated Wealth Concepts's JEF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Jefferies Financial Group (JEF) stake by 153% in Q1 2026, buying an estimated $703K and bringing the position to 22,389 shares worth $924K. The position accounts for 0.01% of the portfolio, ranked #1161.

Integrated Wealth Concepts first reported a position in JEF in Q4 2025 and has held it in 2 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Integrated Wealth Concepts held 22,389 shares of Jefferies Financial Group worth $924K as of Q1 2026.
  • Integrated Wealth Concepts bought 13,541 Jefferies Financial Group shares in Q1 2026, an estimated $703K.
  • Jefferies Financial Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1161 holding.
  • Integrated Wealth Concepts first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.