Lafayette Investments’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.68M | Buy |
137,608
+23
| +0% | +$1.19K | 1.15% | 21 |
|
|
2025
Q4 | $8.53M | Sell |
137,585
-467
| -0.3% | -$26.8K | 1.61% | 17 |
|
|
2025
Q3 | $9.03M | Sell |
138,052
-758
| -0.5% | -$46.2K | 1.73% | 15 |
|
|
2025
Q2 | $7.59M | Sell |
138,810
-48
| -0% | -$2.38K | 1.53% | 15 |
|
|
2025
Q1 | $7.44M | Sell |
138,858
-38,359
| -22% | -$2.6M | 1.57% | 16 |
|
|
2024
Q4 | $13.9M | Sell |
177,217
-3,653
| -2% | -$263K | 2.98% | 7 |
|
|
2024
Q3 | $11.1M | Sell |
180,870
-1,706
| -0.9% | -$96.8K | 2.35% | 11 |
|
|
2024
Q2 | $9.09M | Sell |
182,576
-2,147
| -1% | -$96.4K | 2.07% | 14 |
|
|
2024
Q1 | $8.15M | Sell |
184,723
-708
| -0.4% | -$29.5K | 1.83% | 15 |
|
|
2023
Q4 | $7.49M | Sell |
185,431
-2,195
| -1% | -$77.6K | 1.86% | 18 |
|
|
2023
Q3 | $6.87M | Sell |
187,626
-2,246
| -1% | -$80.5K | 1.87% | 18 |
|
|
2023
Q2 | $6.3M | Sell |
189,872
-720
| -0.4% | -$22.5K | 1.65% | 20 |
|
|
2023
Q1 | $6.05M | Sell |
190,592
-10,405
| -5% | -$376K | 1.68% | 20 |
|
|
2022
Q4 | $6.59M | Buy |
200,997
+518
| +0.3% | +$17.2K | 1.85% | 18 |
|
|
2022
Q3 | $5.65M | Sell |
200,479
-2,636
| -1% | -$79.8K | 1.74% | 19 |
|
|
2022
Q2 | $5.36M | Buy |
203,115
+3,132
| +2% | +$92.6K | 1.55% | 19 |
|
|
2022
Q1 | $6.28M | Buy |
199,983
+1,742
| +0.9% | +$59.1K | 1.56% | 22 |
|
|
2021
Q4 | $7.35M | Buy |
198,241
+607
| +0.3% | +$23.4K | 1.84% | 16 |
|
|
2021
Q3 | $7.01M | Sell |
197,634
-127
| -0.1% | -$4.25K | 1.9% | 15 |
|
|
2021
Q2 | $6.47M | Sell |
197,761
-8,180
| -4% | -$250K | 1.76% | 17 |
|
|
2021
Q1 | $5.93M | Sell |
205,941
-73,230
| -26% | -$2M | 1.9% | 19 |
|
|
2020
Q4 | $6.57M | Sell |
279,171
-14,618
| -5% | -$307K | 2.23% | 12 |
|
|
2020
Q3 | $5.06M | Sell |
293,789
-17,939
| -6% | -$294K | 1.93% | 16 |
|
|
2020
Q2 | $4.63M | Sell |
311,728
-5,416
| -2% | -$72.6K | 1.93% | 16 |
|
|
2020
Q1 | $4.14M | Sell |
317,144
-59,621
| -16% | -$1.14M | 1.99% | 17 |
|
|
2019
Q4 | $7.7M | Sell |
376,765
-11,228
| -3% | -$212K | 2.67% | 9 |
|
|
2019
Q3 | $6.83M | Sell |
387,993
-24,272
| -6% | -$432K | 2.47% | 10 |
|
|
2019
Q2 | $7.1M | Buy |
412,265
+229
| +0.1% | +$3.93K | 2.51% | 12 |
|
|
2019
Q1 | $6.93M | Buy |
412,036
+23,226
| +6% | +$410K | 2.55% | 12 |
|
|
2018
Q4 | $6.04M | Sell |
388,810
-21,361
| -5% | -$391K | 2.43% | 13 |
|
|
2018
Q3 | $8.06M | Sell |
410,171
-2,236
| -0.5% | -$46.6K | 2.78% | 11 |
|
|
2018
Q2 | $8.39M | Buy |
412,407
+27,559
| +7% | +$577K | 3.07% | 9 |
|
|
2018
Q1 | $7.83M | Sell |
384,848
-2,456
| -0.6% | -$55.7K | 2.93% | 9 |
|
|
2017
Q4 | $9.18M | Buy |
387,304
+467
| +0.1% | +$10.8K | 3.29% | 5 |
|
|
2017
Q3 | $8.74M | Buy |
386,837
+1,311
| +0.3% | +$29.4K | 3.25% | 5 |
|
|
2017
Q2 | $9.03M | Sell |
385,526
-1,120
| -0.3% | -$25.5K | 3.35% | 6 |
|
|
2017
Q1 | $9M | Buy |
386,646
+26
| +0% | +$581 | 3.33% | 7 |
|
|
2016
Q4 | $8.05M | Buy |
386,620
+140
| +0% | +$2.62K | 3.08% | 9 |
|
|
2016
Q3 | $6.59M | Buy |
386,480
+7,631
| +2% | +$126K | 2.66% | 13 |
|
|
2016
Q2 | $5.88M | Buy |
378,849
+3,223
| +0.9% | +$49.2K | 2.39% | 17 |
|
|
2016
Q1 | $5.44M | Buy |
375,626
+7,971
| +2% | +$112K | 2.26% | 21 |
|
|
2015
Q4 | $5.72M | Buy |
367,655
+20,091
| +6% | +$336K | 2.38% | 18 |
|
|
2015
Q3 | $6.3M | Buy |
347,564
+2,545
| +0.7% | +$51.1K | 2.75% | 13 |
|
|
2015
Q2 | $7.5M | Buy |
345,019
+4,859
| +1% | +$104K | 3.15% | 8 |
|
|
2015
Q1 | $6.79M | Buy |
340,160
+1,118
| +0.3% | +$23.1K | 2.88% | 11 |
|
|
2014
Q4 | $6.8M | Buy |
339,042
+9,831
| +3% | +$203K | 2.85% | 11 |
|
|
2014
Q3 | $7.03M | Buy |
329,211
+448
| +0.1% | +$10.1K | 3.15% | 10 |
|
|
2014
Q2 | $7.72M | Sell |
328,763
-782
| -0.2% | -$18.2K | 3.39% | 9 |
|
|
2014
Q1 | $8.26M | Sell |
329,545
-222
| -0.1% | -$5.48K | 3.77% | 7 |
|
|
2013
Q4 | $8.37M | Sell |
329,767
-5,557
| -2% | -$141K | 3.92% | 6 |
|
|
2013
Q3 | $8.18M | Buy |
335,324
+307
| +0.1% | +$7.35K | 3.98% | 5 |
|
|
2013
Q2 | $7.86M | Buy |
+335,017
| New | +$8.8M | 3.77% | 5 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Lafayette Investments's JEF Position: Q1 2026 in Review
Lafayette Investments increased its Jefferies Financial Group (JEF) stake by 0.02% in Q1 2026, buying an estimated $1.19K and bringing the position to 137,608 shares worth $5.68M. The position accounts for 1.15% of the portfolio, ranked #21.
Lafayette Investments first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.9M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Lafayette Investments held 137,608 shares of Jefferies Financial Group worth $5.68M as of Q1 2026.
- Lafayette Investments bought 23 Jefferies Financial Group shares in Q1 2026, an estimated $1.19K.
- Jefferies Financial Group made up 1.15% of Lafayette Investments's portfolio in Q1 2026, its #21 holding.
- Lafayette Investments first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
- Lafayette Investments's Jefferies Financial Group position peaked at $13.9M in Q4 2024.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.