Motley Fool Asset Management’s Jefferies Financial Group JEF Stock Holding History

Motley Fool Asset Management’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	-3,269	Closed	-$203K	–	246
2025 Q4	$203K	Sell	3,269 -90	-3%	-$5.16K	0.01%	237
2025 Q3	$220K	Buy	+3,359	New	+$205K	0.01%	232
2025 Q1	–	Sell	-3,026	Closed	-$237K	–	233
2024 Q4	$237K	Buy	+3,026	New	+$218K	0.01%	211
2022 Q1	–	Sell	-121	Closed	-$5K	–	272
2021 Q4	$5K	Buy	+121	New	+$4.66K	﹤0.01%	232
2017 Q1	–	Sell	-58,085	Closed	-$1.21M	–	73
2016 Q4	$1.21M	Hold	58,085	–	–	0.27%	70
2016 Q3	$990K	Hold	58,085	–	–	0.22%	70
2016 Q2	$901K	Buy	+58,085	New	+$887K	0.2%	72

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Motley Fool Asset Management's JEF Position: Q1 2026 in Review

Motley Fool Asset Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 3,269 shares — an estimated $203K sold.

Motley Fool Asset Management first reported a position in JEF in Q2 2016 and held it in 7 quarters. The position peaked at $1.21M in Q4 2016. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Motley Fool Asset Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Motley Fool Asset Management sold 3,269 Jefferies Financial Group shares in Q1 2026, an estimated $203K.
Motley Fool Asset Management first reported a position in Jefferies Financial Group in Q2 2016 and held it in 7 quarters.
Motley Fool Asset Management's Jefferies Financial Group position peaked at $1.21M in Q4 2016.
560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Motley Fool Asset Management's 13F filing for Q1 2026, filed 12 May 2026.