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Larson Financial Group’s Jefferies Financial Group JEF Stock Holding History

Larson Financial Group’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 		$73.8K Buy
1,789
+1,428
+396% +$74.1K ﹤0.01% 1140
2025
Q4 		$22.4K Sell
361
-3
-0.8% -$172 ﹤0.01% 1651
2025
Q3 		$23.8K Buy
364
+174
+92% +$10.6K ﹤0.01% 1536
2025
Q2 		$10.4K Buy
190
+47
+33% +$2.33K ﹤0.01% 1793
2025
Q1 		$7.66K Sell
143
-143
-50% -$9.71K ﹤0.01% 1738
2024
Q4 		$22.4K Buy
286
+39
+16% +$2.81K ﹤0.01% 1170
2024
Q3 		$15.2K Buy
+247
New +$14K ﹤0.01% 1312
2023
Q1 		– Sell
-292
Closed -$9.56K – 1580
2022
Q4 		$9.56K Buy
+292
New +$9.7K ﹤0.01% 873

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

Larson Financial Group's JEF Position: Q1 2026 in Review

Larson Financial Group increased its Jefferies Financial Group (JEF) stake by 396% in Q1 2026, buying an estimated $74.1K and bringing the position to 1,789 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Larson Financial Group first reported a position in JEF in Q4 2022 and has held it in 8 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Larson Financial Group held 1,789 shares of Jefferies Financial Group worth $73.8K as of Q1 2026.
  • Larson Financial Group bought 1,428 Jefferies Financial Group shares in Q1 2026, an estimated $74.1K.
  • Jefferies Financial Group made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1140 holding.
  • Larson Financial Group first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 8 quarters since.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.