Lazard Asset Management’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 | – | Sell |
-3,337
| Closed | -$207K | – | 1982 |
|
|
2025
Q4 | $207K | Buy |
+3,337
| New | +$191K | ﹤0.01% | 1645 |
|
|
2025
Q3 | – | Sell |
-1,976
| Closed | -$107K | – | 2071 |
|
|
2025
Q2 | $107K | Sell |
1,976
-20,531
| -91% | -$1.02M | ﹤0.01% | 1857 |
|
|
2025
Q1 | $1.2M | Buy |
22,507
+7,995
| +55% | +$543K | ﹤0.01% | 1150 |
|
|
2024
Q4 | $1.14M | Sell |
14,512
-61
| -0.4% | -$4.39K | ﹤0.01% | 1101 |
|
|
2024
Q3 | $896K | Hold |
14,573
| – | – | ﹤0.01% | 1127 |
|
|
2024
Q2 | $724K | Buy |
+14,573
| New | +$654K | ﹤0.01% | 1066 |
|
|
2024
Q1 | – | Sell |
-7,864
| Closed | -$317K | – | 2217 |
|
|
2023
Q4 | $317K | Buy |
+7,864
| New | +$278K | ﹤0.01% | 1245 |
|
|
2023
Q2 | – | Sell |
-260
| Closed | -$8K | – | 2421 |
|
|
2023
Q1 | $8K | Sell |
260
-12
| -4% | -$434 | ﹤0.01% | 2141 |
|
|
2022
Q4 | $8K | Hold |
272
| – | – | ﹤0.01% | 2219 |
|
|
2022
Q3 | $7K | Sell |
272
-1,844
| -87% | -$55.8K | ﹤0.01% | 2168 |
|
|
2022
Q2 | $55K | Buy |
2,116
+48
| +2% | +$1.42K | ﹤0.01% | 1767 |
|
|
2022
Q1 | $64K | Sell |
2,068
-603
| -23% | -$20.5K | ﹤0.01% | 1621 |
|
|
2021
Q4 | $99K | Buy |
2,671
+135
| +5% | +$5.2K | ﹤0.01% | 1441 |
|
|
2021
Q3 | $90K | Buy |
2,536
+601
| +31% | +$20.1K | ﹤0.01% | 1453 |
|
|
2021
Q2 | $63K | Buy |
1,935
+445
| +30% | +$13.6K | ﹤0.01% | 1504 |
|
|
2021
Q1 | $42K | Sell |
1,490
-276,113
| -99% | -$7.53M | ﹤0.01% | 1517 |
|
|
2020
Q4 | $6.53M | Sell |
277,603
-149,933
| -35% | -$3.15M | 0.01% | 621 |
|
|
2020
Q3 | $7.36M | Sell |
427,536
-801,066
| -65% | -$13.1M | 0.01% | 549 |
|
|
2020
Q2 | $18.3M | Buy |
1,228,602
+486,665
| +66% | +$6.52M | 0.03% | 377 |
|
|
2020
Q1 | $9.7M | Hold |
741,937
| – | – | 0.02% | 435 |
|
|
2019
Q4 | $15.2M | Buy |
741,937
+19,438
| +3% | +$368K | 0.02% | 390 |
|
|
2019
Q3 | $12.7M | Buy |
722,499
+20,317
| +3% | +$362K | 0.02% | 409 |
|
|
2019
Q2 | $12.1M | Sell |
702,182
-15,240
| -2% | -$261K | 0.02% | 421 |
|
|
2019
Q1 | $12.1M | Buy |
717,422
+11,783
| +2% | +$208K | 0.02% | 394 |
|
|
2018
Q4 | $11M | Buy |
+705,639
| New | +$12.9M | 0.02% | 369 |
|
|
2017
Q1 | – | Sell |
-1,196
| Closed | -$24K | – | 1045 |
|
|
2016
Q4 | $24K | Buy |
+1,196
| New | +$22.3K | ﹤0.01% | 901 |
|
Other funds holding JEF
SMFG
MMLI
Lazard Asset Management's JEF Position: Q1 2026 in Review
Lazard Asset Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 3,337 shares — an estimated $207K sold.
Lazard Asset Management first reported a position in JEF in Q4 2016 and held it in 26 quarters. The position peaked at $18.3M in Q2 2020. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Lazard Asset Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
- Lazard Asset Management sold 3,337 Jefferies Financial Group shares in Q1 2026, an estimated $207K.
- Lazard Asset Management first reported a position in Jefferies Financial Group in Q4 2016 and held it in 26 quarters.
- Lazard Asset Management's Jefferies Financial Group position peaked at $18.3M in Q2 2020.
- 560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.