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Moors & Cabot’s Jefferies Financial Group JEF Stock Holding History

Moors & Cabot’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 		$1.51M Buy
36,550
+6,150
+20% +$319K 0.06% 267
2025
Q4 		$1.88M Sell
30,400
-5,775
-16% -$331K 0.08% 219
2025
Q3 		$2.37M Sell
36,175
-5,462
-13% -$333K 0.1% 183
2025
Q2 		$2.28M Buy
41,637
+13,137
+46% +$650K 0.11% 179
2025
Q1 		$1.53M Buy
28,500
+8,750
+44% +$594K 0.08% 236
2024
Q4 		$1.55M Sell
19,750
-4,350
-18% -$313K 0.07% 237
2024
Q3 		$1.48M Sell
24,100
-3,150
-12% -$179K 0.07% 243
2024
Q2 		$1.36M Buy
27,250
+2,500
+10% +$112K 0.07% 239
2024
Q1 		$1.09M Sell
24,750
-745
-3% -$31K 0.06% 288
2023
Q4 		$1.03M Sell
25,495
-3,870
-13% -$137K 0.06% 276
2023
Q3 		$1.08M Sell
29,365
-4,660
-14% -$167K 0.07% 249
2023
Q2 		$1.13M Buy
34,025
+5,550
+19% +$173K 0.07% 250
2023
Q1 		$904K Buy
28,475
+7,973
+39% +$288K 0.06% 280
2022
Q4 		$672K Buy
+20,502
New +$681K 0.05% 347

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moors & Cabot's JEF Position: Q1 2026 in Review

Moors & Cabot increased its Jefferies Financial Group (JEF) stake by 20% in Q1 2026, buying an estimated $319K and bringing the position to 36,550 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #267.

Moors & Cabot first reported a position in JEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.37M in Q3 2025. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Moors & Cabot held 36,550 shares of Jefferies Financial Group worth $1.51M as of Q1 2026.
  • Moors & Cabot bought 6,150 Jefferies Financial Group shares in Q1 2026, an estimated $319K.
  • Jefferies Financial Group made up 0.06% of Moors & Cabot's portfolio in Q1 2026, its #267 holding.
  • Moors & Cabot first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 14 quarters since.
  • Moors & Cabot's Jefferies Financial Group position peaked at $2.37M in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.