KWM
JEF icon

Kingsview Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Kingsview Wealth Management’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 		$217K Sell
5,265
-108
-2% -$5.61K ﹤0.01% 1219
2025
Q4 		$333K Sell
5,373
-472
-8% -$27.1K ﹤0.01% 987
2025
Q3 		$382K Sell
5,845
-206
-3% -$12.6K 0.01% 887
2025
Q2 		$331K Hold
6,051
– – 0.01% 907
2025
Q1 		$324K Sell
6,051
-75
-1% -$5.09K 0.01% 864
2024
Q4 		$480K Sell
6,126
-15
-0.2% -$1.08K 0.01% 754
2024
Q3 		$378K Sell
6,141
-138
-2% -$7.83K 0.01% 796
2024
Q2 		$312K Hold
6,279
– – 0.01% 820
2024
Q1 		$277K Buy
6,279
+897
+17% +$37.4K 0.01% 847
2023
Q4 		$218K Sell
5,382
-123,393
-96% -$4.36M 0.01% 875
2023
Q3 		$4.72M Buy
128,775
+24,552
+24% +$880K 0.17% 137
2023
Q2 		$3.46M Sell
104,223
-10,858
-9% -$339K 0.14% 163
2023
Q1 		$3.65M Buy
115,081
+5,511
+5% +$199K 0.15% 147
2022
Q4 		$3.59M Buy
109,570
+15,975
+17% +$531K 0.16% 152
2022
Q3 		$2.64M Buy
93,595
+10,094
+12% +$306K 0.13% 185
2022
Q2 		$2.21M Buy
83,501
+7,602
+10% +$225K 0.11% 204
2022
Q1 		$2.38M Sell
75,899
-23,618
-24% -$802K 0.1% 202
2021
Q4 		$3.69M Buy
99,517
+34,634
+53% +$1.33M 0.15% 146
2021
Q3 		$2.3M Sell
64,883
-28,519
-31% -$954K 0.11% 199
2021
Q2 		$3.02M Buy
93,402
+44,910
+93% +$1.37M 0.15% 150
2021
Q1 		$1.41M Buy
+48,492
New +$1.32M 0.08% 258

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

Kingsview Wealth Management's JEF Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Jefferies Financial Group (JEF) stake by 2% in Q1 2026, selling an estimated $5.61K and leaving 5,265 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Kingsview Wealth Management first reported a position in JEF in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.72M in Q3 2023. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Kingsview Wealth Management held 5,265 shares of Jefferies Financial Group worth $217K as of Q1 2026.
  • Kingsview Wealth Management sold 108 Jefferies Financial Group shares in Q1 2026, an estimated $5.61K.
  • Jefferies Financial Group made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1219 holding.
  • Kingsview Wealth Management first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 21 quarters since.
  • Kingsview Wealth Management's Jefferies Financial Group position peaked at $4.72M in Q3 2023.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.