JFG
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Jefferies Financial Group’s Jefferies Financial Group JEF Stock Holding History

Jefferies Financial Group’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 		$633K Hold
15,333
– – ﹤0.01% 1106
2025
Q4 		$950K Buy
15,333
+858
+6% +$49.2K ﹤0.01% 1110
2025
Q3 		$947K Hold
14,475
– – ﹤0.01% 889
2025
Q2 		$792K Buy
14,475
+342
+2% +$16.9K 0.01% 793
2025
Q1 		$757K Hold
14,133
– – 0.01% 913
2024
Q4 		$1.11M Buy
14,133
+1,090
+8% +$78.4K 0.01% 851
2024
Q3 		$803K Hold
13,043
– – 0.01% 840
2024
Q2 		$649K Hold
13,043
– – 0.01% 882
2024
Q1 		$575K Hold
13,043
– – 0.01% 1019
2023
Q4 		$527K Hold
13,043
– – ﹤0.01% 1195
2023
Q3 		$478K Hold
13,043
– – ﹤0.01% 1082
2023
Q2 		$433K Sell
13,043
-25,840
-66% -$806K ﹤0.01% 1227
2023
Q1 		$1.23M Buy
38,883
+26,150
+205% +$945K 0.01% 819
2022
Q4 		$417K Buy
+12,733
New +$423K ﹤0.01% 1120

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

Jefferies Financial Group's JEF Position: Q1 2026 in Review

Jefferies Financial Group held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 15,333 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Jefferies Financial Group first reported a position in JEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q1 2023. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Jefferies Financial Group held 15,333 shares of Jefferies Financial Group worth $633K as of Q1 2026.
  • Jefferies Financial Group left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1106 holding.
  • Jefferies Financial Group first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Jefferies Financial Group position peaked at $1.23M in Q1 2023.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.