Legacy Bridge’s Jefferies Financial Group JEF Stock Holding History

Legacy Bridge’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	-431	Closed	-$26.7K	–	402
2025 Q4	$26.7K	Hold	431	–	–	0.01%	237
2025 Q3	$28.2K	Hold	431	–	–	0.01%	226
2025 Q2	$23.6K	Hold	431	–	–	0.01%	218
2025 Q1	$23.1K	Hold	431	–	–	0.01%	217
2024 Q4	$33.8K	Hold	431	–	–	0.02%	206
2024 Q3	$26.5K	Hold	431	–	–	0.01%	222
2024 Q2	$21.4K	Hold	431	–	–	0.01%	219
2024 Q1	$19K	Hold	431	–	–	0.01%	239
2023 Q4	$17.4K	Hold	431	–	–	0.01%	237
2023 Q3	$15.8K	Hold	431	–	–	0.01%	234
2023 Q2	$14.3K	Hold	431	–	–	0.01%	244
2023 Q1	$13.7K	Sell	431 -20	-4%	-$723	0.01%	250
2022 Q4	$14.8K	Hold	451	–	–	0.01%	245
2022 Q3	$13K	Hold	451	–	–	0.01%	234
2022 Q2	$12K	Hold	451	–	–	0.01%	246
2022 Q1	$14K	Hold	451	–	–	0.01%	253
2021 Q4	$17K	Hold	451	–	–	0.01%	247
2021 Q3	$16K	Hold	451	–	–	0.01%	244
2021 Q2	$15K	Hold	451	–	–	0.01%	248
2021 Q1	$13K	Hold	451	–	–	0.01%	253
2020 Q4	$11K	Hold	451	–	–	0.01%	254
2020 Q3	$8K	Hold	451	–	–	0.01%	259
2020 Q2	$7K	Hold	451	–	–	0.01%	261
2020 Q1	$6K	Buy	+451	New	+$8.61K	0.01%	254
2019 Q3	–	Sell	-1,240	Closed	-$21K	–	291
2019 Q2	$21K	Hold	1,240	–	–	0.02%	216
2019 Q1	$21K	Buy	+1,240	New	+$21.9K	0.02%	216

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

Legacy Bridge's JEF Position: Q1 2026 in Review

Legacy Bridge sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 431 shares — an estimated $26.7K sold.

Legacy Bridge first reported a position in JEF in Q1 2019 and held it in 26 quarters. The position peaked at $33.8K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Legacy Bridge reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 431 Jefferies Financial Group shares in Q1 2026, an estimated $26.7K.
Legacy Bridge first reported a position in Jefferies Financial Group in Q1 2019 and held it in 26 quarters.
Legacy Bridge's Jefferies Financial Group position peaked at $33.8K in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.