Meeder Advisory Services’s Jefferies Financial Group JEF Stock Holding History

Meeder Advisory Services’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	$369K	Buy	8,947 +568	+7%	+$29.5K	0.02%	461
2025 Q4	$519K	Buy	8,379 +679	+9%	+$38.9K	0.02%	396
2025 Q3	$504K	Sell	7,700 -3	-0%	-$183	0.02%	390
2025 Q2	$421K	Sell	7,703 -264	-3%	-$13.1K	0.02%	413
2025 Q1	$427K	Buy	7,967 +193	+2%	+$13.1K	0.03%	390
2024 Q4	$609K	Buy	7,774 +289	+4%	+$20.8K	0.04%	313
2024 Q3	$461K	Buy	7,485 +369	+5%	+$20.9K	0.03%	360
2024 Q2	$354K	Buy	7,116 +2,363	+50%	+$106K	0.03%	375
2024 Q1	$210K	Buy	+4,753	New	+$198K	0.02%	423
2023 Q2	–	Sell	-6,400	Closed	-$203K	–	445
2023 Q1	$203K	Sell	6,400 -935	-13%	-$33.8K	0.02%	414
2022 Q4	$240K	Buy	+7,335	New	+$244K	0.03%	377

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

Meeder Advisory Services's JEF Position: Q1 2026 in Review

Meeder Advisory Services increased its Jefferies Financial Group (JEF) stake by 6.8% in Q1 2026, buying an estimated $29.5K and bringing the position to 8,947 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #461.

Meeder Advisory Services first reported a position in JEF in Q4 2022 and has held it in 11 quarters since. The position peaked at $609K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Meeder Advisory Services held 8,947 shares of Jefferies Financial Group worth $369K as of Q1 2026.
Meeder Advisory Services bought 568 Jefferies Financial Group shares in Q1 2026, an estimated $29.5K.
Jefferies Financial Group made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #461 holding.
Meeder Advisory Services first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 11 quarters since.
Meeder Advisory Services's Jefferies Financial Group position peaked at $609K in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.