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Krilogy Financial’s Jefferies Financial Group JEF Stock Holding History

Krilogy Financial’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
-10,464
Closed -$659K – 1019
2025
Q4 		$659K Buy
10,464
+5,331
+104% +$306K 0.02% 464
2025
Q3 		$277K Buy
+5,133
New +$313K 0.01% 717

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

Krilogy Financial's JEF Position: Q1 2026 in Review

Krilogy Financial sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 10,464 shares — an estimated $659K sold.

Krilogy Financial first reported a position in JEF in Q3 2025 and held it in 2 quarters. The position peaked at $659K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Krilogy Financial reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Krilogy Financial sold 10,464 Jefferies Financial Group shares in Q1 2026, an estimated $659K.
  • Krilogy Financial first reported a position in Jefferies Financial Group in Q3 2025 and held it in 2 quarters.
  • Krilogy Financial's Jefferies Financial Group position peaked at $659K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.