M.E. Allison & Co’s Jefferies Financial Group JEF Stock Holding History

M.E. Allison & 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 Q3	$247K	Hold	5,400	–	–	0.14%	171
2026 Q2	$270K	Hold	5,400	–	–	0.16%	161
2026 Q1	$223K	Hold	5,400	–	–	0.15%	173
2025 Q4	$335K	Hold	5,400	–	–	0.23%	116
2025 Q3	$353K	Hold	5,400	–	–	0.25%	111
2025 Q2	$295K	Hold	5,400	–	–	0.24%	118
2025 Q1	$289K	Hold	5,400	–	–	0.29%	106
2024 Q4	$423K	Buy	+5,400	New	+$388K	0.47%	64

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

M.E. Allison & Co's JEF Position: Q3 2026 in Review

M.E. Allison & Co held its Jefferies Financial Group (JEF) position steady in Q3 2026 at 5,400 shares worth $247K. The position accounts for 0.14% of the portfolio, ranked #171.

M.E. Allison & Co first reported a position in JEF in Q4 2024 and has held it in 8 quarters since. The position peaked at $423K in Q4 2024. 68 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

M.E. Allison & Co held 5,400 shares of Jefferies Financial Group worth $247K as of Q3 2026.
M.E. Allison & Co left its Jefferies Financial Group share count unchanged in Q3 2026.
Jefferies Financial Group made up 0.14% of M.E. Allison & Co's portfolio in Q3 2026, its #171 holding.
M.E. Allison & Co first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's Jefferies Financial Group position peaked at $423K in Q4 2024.
68 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.