Mather Group’s Jefferies Financial Group JEF Stock Holding History

Mather 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	$2.27K	Buy	+55	New	+$2.85K	﹤0.01%	1685
2025 Q4	–	Sell	-55	Closed	-$3.6K	–	1165
2025 Q3	$3.6K	Buy	+55	New	+$3.35K	﹤0.01%	1459
2025 Q2	–	Sell	-55	Closed	-$2.95K	–	1185
2025 Q1	$2.95K	Hold	55	–	–	﹤0.01%	1510
2024 Q4	$4.31K	Hold	55	–	–	﹤0.01%	1403
2024 Q3	$3.38K	Hold	55	–	–	﹤0.01%	1369
2024 Q2	$2.43K	Buy	+55	New	+$2.47K	﹤0.01%	1835

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

Mather Group's JEF Position: Q1 2026 in Review

Mather Group opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 55 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #1685 among its holdings. This is a return to the name: Mather Group previously reported a position in JEF as recently as Q3 2025.

Mather Group first reported a position in JEF in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.31K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Mather Group held 55 shares of Jefferies Financial Group worth $2.27K as of Q1 2026.
Jefferies Financial Group was a new Mather Group position in Q1 2026.
Jefferies Financial Group made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1685 holding.
Mather Group first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 6 quarters since.
Mather Group's Jefferies Financial Group position peaked at $4.31K in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.