L.J. Altfest & Co’s Jefferies Financial Group JEF Stock Holding History

L.J. Altfest & Co’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	-30,578	Closed	-$1.89M	–	356
2025 Q4	$1.89M	Buy	+30,578	New	+$1.75M	0.21%	85
2025 Q3	–	Sell	-9,606	Closed	-$525K	–	358
2025 Q2	$525K	Buy	+9,606	New	+$476K	0.06%	208
2025 Q1	–	Sell	-2,812	Closed	-$220K	–	345
2024 Q4	$220K	Buy	+2,812	New	+$202K	0.03%	301

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

L.J. Altfest & Co's JEF Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 30,578 shares — an estimated $1.89M sold.

L.J. Altfest & Co first reported a position in JEF in Q4 2024 and held it in 3 quarters. The position peaked at $1.89M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

L.J. Altfest & Co reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
L.J. Altfest & Co sold 30,578 Jefferies Financial Group shares in Q1 2026, an estimated $1.89M.
L.J. Altfest & Co first reported a position in Jefferies Financial Group in Q4 2024 and held it in 3 quarters.
L.J. Altfest & Co's Jefferies Financial Group position peaked at $1.89M in Q4 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.