Mercer Global Advisors
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Mercer Global Advisors’s Jefferies Financial Group JEF Stock Holding History

Mercer Global Advisors’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 		$9.09M Buy
220,252
+34,461
+19% +$1.79M 0.01% 533
2025
Q4 		$11.5M Buy
185,791
+159,016
+594% +$9.12M 0.02% 459
2025
Q3 		$1.75M Sell
26,775
-4,061
-13% -$248K ﹤0.01% 1091
2025
Q2 		$1.69M Buy
30,836
+3,990
+15% +$198K ﹤0.01% 953
2025
Q1 		$1.44M Sell
26,846
-1,412
-5% -$95.8K ﹤0.01% 958
2024
Q4 		$2.22M Sell
28,258
-6,219
-18% -$447K 0.01% 791
2024
Q3 		$2.13M Sell
34,477
-495
-1% -$28.1K 0.01% 765
2024
Q2 		$1.74M Buy
34,972
+1,802
+5% +$80.9K ﹤0.01% 758
2024
Q1 		$1.46M Buy
33,170
+3,323
+11% +$138K ﹤0.01% 818
2023
Q4 		$1.21M Buy
29,847
+278
+0.9% +$9.83K ﹤0.01% 904
2023
Q3 		$1.08M Buy
29,569
+2,236
+8% +$80.1K ﹤0.01% 913
2023
Q2 		$907K Buy
27,333
+2,900
+12% +$90.5K ﹤0.01% 973
2023
Q1 		$776K Sell
24,433
-1,544
-6% -$55.8K ﹤0.01% 1006
2022
Q4 		$851K Sell
25,977
-3,407
-12% -$113K ﹤0.01% 981
2022
Q3 		$829K Buy
29,384
+4,115
+16% +$125K ﹤0.01% 925
2022
Q2 		$667K Buy
25,269
+3,723
+17% +$110K ﹤0.01% 1007
2022
Q1 		$677K Buy
21,546
+4,932
+30% +$167K ﹤0.01% 1077
2021
Q4 		$616K Buy
16,614
+1,172
+8% +$45.1K ﹤0.01% 1111
2021
Q3 		$548K Buy
15,442
+3,783
+32% +$127K ﹤0.01% 1126
2021
Q2 		$381K Buy
+11,659
New +$356K ﹤0.01% 1274

Other funds holding JEF

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mercer Global Advisors's JEF Position: Q1 2026 in Review

Mercer Global Advisors increased its Jefferies Financial Group (JEF) stake by 19% in Q1 2026, buying an estimated $1.79M and bringing the position to 220,252 shares worth $9.09M. The position accounts for 0.01% of the portfolio, ranked #533.

Mercer Global Advisors first reported a position in JEF in Q2 2021 and has held it in 20 quarters since. The position peaked at $11.5M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Mercer Global Advisors held 220,252 shares of Jefferies Financial Group worth $9.09M as of Q1 2026.
  • Mercer Global Advisors bought 34,461 Jefferies Financial Group shares in Q1 2026, an estimated $1.79M.
  • Jefferies Financial Group made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #533 holding.
  • Mercer Global Advisors first reported a position in Jefferies Financial Group in Q2 2021 and has held it in 20 quarters since.
  • Mercer Global Advisors's Jefferies Financial Group position peaked at $11.5M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.