James T. Borello
JEF icon

James T. Borello’s Jefferies Financial Group JEF Stock Holding History

James T. Borello’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
Q3 		$137 Hold
3
– – ﹤0.01% 1173
2026
Q2 		$150 Hold
3
– – ﹤0.01% 1160
2026
Q1 		$124 Sell
3
-3
-50% -$156 ﹤0.01% 1147
2025
Q4 		$372 Sell
6
-54
-90% -$3.1K ﹤0.01% 956
2025
Q3 		$3.92K Buy
+60
New +$3.66K ﹤0.01% 529

Other funds holding JEF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Merrion Investment Management
Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $186M AUM 13.72% 1-Year Est. Return

James T. Borello's JEF Position: Q3 2026 in Review

James T. Borello held its Jefferies Financial Group (JEF) position steady in Q3 2026 at 3 shares worth $137. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

James T. Borello first reported a position in JEF in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.92K in Q3 2025. 151 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • James T. Borello held 3 shares of Jefferies Financial Group worth $137 as of Q3 2026.
  • James T. Borello left its Jefferies Financial Group share count unchanged in Q3 2026.
  • Jefferies Financial Group made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1173 holding.
  • James T. Borello first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Jefferies Financial Group position peaked at $3.92K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.