JSW
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Journey Strategic Wealth’s Jefferies Financial Group JEF Stock Holding History

Journey Strategic Wealth’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 		– Sell
-6,939
Closed -$430K – 855
2025
Q4 		$430K Buy
6,939
+1,013
+17% +$58.1K 0.01% 349
2025
Q3 		$388K Buy
5,926
+46
+0.8% +$2.81K 0.01% 365
2025
Q2 		$322K Buy
+5,880
New +$291K 0.01% 402

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

Journey Strategic Wealth's JEF Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 6,939 shares — an estimated $430K sold.

Journey Strategic Wealth first reported a position in JEF in Q2 2025 and held it in 3 quarters. The position peaked at $430K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Journey Strategic Wealth reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 6,939 Jefferies Financial Group shares in Q1 2026, an estimated $430K.
  • Journey Strategic Wealth first reported a position in Jefferies Financial Group in Q2 2025 and held it in 3 quarters.
  • Journey Strategic Wealth's Jefferies Financial Group position peaked at $430K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.