Manchester Capital Management’s Jefferies Financial Group JEF Stock Holding History

Manchester Capital Management’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	$3.26K	Buy	79 +9	+13%	+$467	﹤0.01%	947
2025 Q4	$4.34K	Buy	70 +3	+4%	+$172	﹤0.01%	908
2025 Q3	$4.38K	Sell	67 -7	-9%	-$427	﹤0.01%	974
2025 Q2	$4.05K	Hold	74	–	–	﹤0.01%	934
2025 Q1	$3.96K	Buy	74 +7	+10%	+$475	﹤0.01%	930
2024 Q4	$5.25K	Hold	67	–	–	﹤0.01%	884
2024 Q3	$4.12K	Hold	67	–	–	﹤0.01%	917
2024 Q2	$3.33K	Hold	67	–	–	﹤0.01%	902
2024 Q1	$2.96K	Sell	67 -444	-87%	-$18.5K	﹤0.01%	797
2023 Q4	$20.6K	Hold	511	–	–	﹤0.01%	532
2023 Q3	$18.7K	Sell	511 -2	-0.4%	-$72	﹤0.01%	535
2023 Q2	$17K	Hold	513	–	–	﹤0.01%	513
2023 Q1	$16.3K	Sell	513 -24	-4%	-$867	﹤0.01%	511
2022 Q4	$17.6K	Sell	537 -456	-46%	-$15.2K	﹤0.01%	423
2022 Q3	$28K	Buy	993 +30	+3%	+$908	﹤0.01%	390
2022 Q2	$25K	Buy	963 +75	+8%	+$2.22K	﹤0.01%	397
2022 Q1	$28K	Buy	888 +36	+4%	+$1.22K	﹤0.01%	438
2021 Q4	$32K	Hold	852	–	–	﹤0.01%	431
2021 Q3	$30K	Hold	852	–	–	﹤0.01%	471
2021 Q2	$28K	Hold	852	–	–	﹤0.01%	420
2021 Q1	$25K	Hold	852	–	–	﹤0.01%	426
2020 Q4	$20K	Hold	852	–	–	﹤0.01%	431
2020 Q3	$15K	Sell	852 -628	-42%	-$10.3K	﹤0.01%	400
2020 Q2	$22K	Hold	1,480	–	–	﹤0.01%	423
2020 Q1	$19K	Hold	1,480	–	–	﹤0.01%	431
2019 Q4	$30K	Hold	1,480	–	–	﹤0.01%	411
2019 Q3	$26K	Sell	1,480 -101	-6%	-$1.8K	﹤0.01%	416
2019 Q2	$27K	Hold	1,581	–	–	﹤0.01%	427
2019 Q1	$27K	Sell	1,581 -933	-37%	-$16.5K	﹤0.01%	486
2018 Q4	$51K	Hold	2,514	–	–	0.01%	351
2018 Q3	$49K	Hold	2,514	–	–	0.01%	359
2018 Q2	$51K	Hold	2,514	–	–	0.01%	360
2018 Q1	$51K	Hold	2,514	–	–	0.01%	351
2017 Q4	$60K	Hold	2,514	–	–	0.01%	331
2017 Q3	$57K	Sell	2,514 -893	-26%	-$20K	0.01%	324
2017 Q2	$80K	Hold	3,407	–	–	0.01%	303
2017 Q1	$79K	Hold	3,407	–	–	0.01%	310
2016 Q4	$71K	Hold	3,407	–	–	0.01%	315
2016 Q3	$58K	Hold	3,407	–	–	0.01%	342
2016 Q2	$53K	Hold	3,407	–	–	0.01%	363
2016 Q1	$49K	Hold	3,407	–	–	0.01%	424
2015 Q4	$53K	Hold	3,407	–	–	0.01%	432
2015 Q3	$62K	Hold	3,407	–	–	0.01%	379
2015 Q2	$74K	Hold	3,407	–	–	0.01%	330
2015 Q1	$67K	Sell	3,407 -26,615	-89%	-$550K	0.01%	338
2014 Q4	$603K	Buy	30,022 +559	+2%	+$11.5K	0.07%	119
2014 Q3	$629K	Sell	29,463 -894	-3%	-$20.1K	0.08%	110
2014 Q2	$713K	Buy	30,357 +894	+3%	+$20.8K	0.09%	101
2014 Q1	$738K	Hold	29,463	–	–	0.12%	93
2013 Q4	$747K	Hold	29,463	–	–	0.12%	94
2013 Q3	$718K	Hold	29,463	–	–	0.12%	88
2013 Q2	$692K	Buy	+29,463	New	+$774K	0.13%	80

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

Manchester Capital Management's JEF Position: Q1 2026 in Review

Manchester Capital Management increased its Jefferies Financial Group (JEF) stake by 13% in Q1 2026, buying an estimated $467 and bringing the position to 79 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Manchester Capital Management first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $747K in Q4 2013. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Manchester Capital Management held 79 shares of Jefferies Financial Group worth $3.26K as of Q1 2026.
Manchester Capital Management bought 9 Jefferies Financial Group shares in Q1 2026, an estimated $467.
Jefferies Financial Group made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #947 holding.
Manchester Capital Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
Manchester Capital Management's Jefferies Financial Group position peaked at $747K in Q4 2013.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.