Ken Fisher
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Ken Fisher’s Jefferies Financial Group JEF Stock Holding History

Ken Fisher’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 		$611K Sell
14,807
-2,100,509
-99% -$109M ﹤0.01% 753
2025
Q4 		$131M Sell
2,115,316
-232
-0% -$13.3K 0.04% 149
2025
Q3 		$138M Buy
2,115,548
+32,708
+2% +$1.99M 0.05% 146
2025
Q2 		$114M Buy
2,082,840
+648,762
+45% +$32.1M 0.05% 151
2025
Q1 		$76.8M Buy
1,434,078
+655,315
+84% +$44.5M 0.03% 175
2024
Q4 		$61.1M Sell
778,763
-2,114
-0.3% -$152K 0.02% 200
2024
Q3 		$48.1M Buy
780,877
+381,893
+96% +$21.7M 0.02% 229
2024
Q2 		$19.9M Buy
398,984
+81,438
+26% +$3.66M 0.01% 339
2024
Q1 		$14M Sell
317,546
-12,513
-4% -$521K 0.01% 376
2023
Q4 		$13.3M Sell
330,059
-13,967
-4% -$494K 0.01% 376
2023
Q3 		$12.6M Buy
344,026
+833
+0.2% +$29.8K 0.01% 401
2023
Q2 		$11.4M Sell
343,193
-12,419
-3% -$388K 0.01% 433
2023
Q1 		$11.3M Sell
355,612
-12,835
-3% -$464K 0.01% 432
2022
Q4 		$12.1M Buy
368,447
+4,390
+1% +$146K 0.01% 415
2022
Q3 		$10.3M Buy
+364,057
New +$11M 0.01% 396

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

Ken Fisher's JEF Position: Q1 2026 in Review

Ken Fisher reduced its Jefferies Financial Group (JEF) stake by 99% in Q1 2026, selling an estimated $109M and leaving 14,807 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Ken Fisher first reported a position in JEF in Q3 2022 and has held it in 15 quarters since. The position peaked at $138M in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Ken Fisher held 14,807 shares of Jefferies Financial Group worth $611K as of Q1 2026.
  • Ken Fisher sold 2,100,509 Jefferies Financial Group shares in Q1 2026, an estimated $109M.
  • Jefferies Financial Group made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #753 holding.
  • Ken Fisher first reported a position in Jefferies Financial Group in Q3 2022 and has held it in 15 quarters since.
  • Ken Fisher's Jefferies Financial Group position peaked at $138M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.