MFS
JEF icon

Mirabella Financial Services’s Jefferies Financial Group JEF Stock Holding History

Mirabella Financial 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 		– Sell
-6,258
Closed -$388K – 1047
2025
Q4 		$388K Buy
+6,258
New +$359K 0.04% 362
2024
Q3 		– Sell
-16,282
Closed -$810K – 322
2024
Q2 		$810K Buy
+16,282
New +$731K 0.06% 187
2023
Q4 		– Sell
-12,827
Closed -$470K – 505
2023
Q3 		$470K Buy
+12,827
New +$460K 0.07% 230
2023
Q1 		– Sell
-52,342
Closed -$1.72M – 501
2022
Q4 		$1.72M Buy
+52,342
New +$1.74M 0.15% 109
2022
Q3 		– Sell
-8,017
Closed -$212K – 456
2022
Q2 		$212K Sell
8,017
-4,176
-34% -$123K 0.02% 413
2022
Q1 		$383K Buy
+12,193
New +$414K 0.04% 293
2021
Q4 		– Sell
-16,149
Closed -$573K – 512
2021
Q3 		$573K Buy
16,149
+2,665
+20% +$89.2K 0.08% 217
2021
Q2 		$441K Buy
+13,484
New +$411K 0.08% 176
2020
Q4 		– Sell
-25,969
Closed -$447K – 399
2020
Q3 		$447K Buy
+25,969
New +$425K 0.06% 156

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

Mirabella Financial Services's JEF Position: Q1 2026 in Review

Mirabella Financial Services sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 6,258 shares — an estimated $388K sold.

Mirabella Financial Services first reported a position in JEF in Q3 2020 and held it in 9 quarters. The position peaked at $1.72M in Q4 2022. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Mirabella Financial Services reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 6,258 Jefferies Financial Group shares in Q1 2026, an estimated $388K.
  • Mirabella Financial Services first reported a position in Jefferies Financial Group in Q3 2020 and held it in 9 quarters.
  • Mirabella Financial Services's Jefferies Financial Group position peaked at $1.72M in Q4 2022.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.