Neuberger Berman Group
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Neuberger Berman Group’s Jefferies Financial Group JEF Stock Holding History

Neuberger Berman Group’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 		$901K Sell
21,829
-4,970
-19% -$258K ﹤0.01% 1448
2025
Q4 		$1.66M Buy
26,799
+343
+1% +$19.7K ﹤0.01% 1240
2025
Q3 		$1.73M Buy
26,456
+52
+0.2% +$3.17K ﹤0.01% 1190
2025
Q2 		$1.44M Buy
26,404
+3,885
+17% +$192K ﹤0.01% 1234
2025
Q1 		$1.21M Sell
22,519
-521,359
-96% -$35.4M ﹤0.01% 1254
2024
Q4 		$42.6M Sell
543,878
-5,664
-1% -$407K 0.03% 480
2024
Q3 		$33.8M Sell
549,542
-194,732
-26% -$11M 0.03% 526
2024
Q2 		$37M Buy
744,274
+312,601
+72% +$14M 0.03% 497
2024
Q1 		$19M Buy
431,673
+117,142
+37% +$4.88M 0.02% 653
2023
Q4 		$12.7M Buy
314,531
+275,848
+713% +$9.76M 0.01% 728
2023
Q3 		$1.42M Sell
38,683
-1,719
-4% -$61.6K ﹤0.01% 1157
2023
Q2 		$1.34M Sell
40,402
-1,735
-4% -$54.1K ﹤0.01% 1175
2023
Q1 		$1.34M Sell
42,137
-4,197
-9% -$152K ﹤0.01% 1181
2022
Q4 		$1.52M Sell
46,334
-93
-0.2% -$3.09K ﹤0.01% 1129
2022
Q3 		$1.31M Buy
46,427
+16,291
+54% +$493K ﹤0.01% 1188
2022
Q2 		$796K Buy
30,136
+2,295
+8% +$67.8K ﹤0.01% 1349
2022
Q1 		$874K Sell
27,841
-4,390
-14% -$149K ﹤0.01% 1373
2021
Q4 		$1.17M Buy
32,231
+6,838
+27% +$263K ﹤0.01% 1320
2021
Q3 		$877K Sell
25,393
-2,737
-10% -$91.6K ﹤0.01% 1340
2021
Q2 		$900K Sell
28,130
-12,794
-31% -$390K ﹤0.01% 1353
2021
Q1 		$1.17M Buy
40,924
+21,671
+113% +$591K ﹤0.01% 1283
2020
Q4 		$449K Sell
19,253
-650
-3% -$13.6K ﹤0.01% 1419
2020
Q3 		$342K Buy
19,903
+29
+0.1% +$475 ﹤0.01% 1424
2020
Q2 		$295K Sell
19,874
-498
-2% -$6.67K ﹤0.01% 1383
2020
Q1 		$266K Sell
20,372
-385
-2% -$7.35K ﹤0.01% 1365
2019
Q4 		$424K Sell
20,757
-601
-3% -$11.4K ﹤0.01% 1318
2019
Q3 		$375K Sell
21,358
-2,570
-11% -$45.8K ﹤0.01% 1335
2019
Q2 		$412K Buy
23,928
+580
+2% +$9.95K ﹤0.01% 1337
2019
Q1 		$393K Sell
23,348
-8,338
-26% -$147K ﹤0.01% 1308
2018
Q4 		$492K Hold
31,686
– – ﹤0.01% 1265
2018
Q3 		$623K Sell
31,686
-3,125
-9% -$65.1K ﹤0.01% 1286
2018
Q2 		$709K Sell
34,811
-6,870
-16% -$144K ﹤0.01% 1326
2018
Q1 		$848K Sell
41,681
-866
-2% -$19.6K ﹤0.01% 1234
2017
Q4 		$1.01M Sell
42,547
-8,137
-16% -$188K ﹤0.01% 1201
2017
Q3 		$1.15M Buy
50,684
+662
+1% +$14.8K ﹤0.01% 1121
2017
Q2 		$1.17M Buy
50,022
+17,919
+56% +$408K ﹤0.01% 1122
2017
Q1 		$747K Buy
32,103
+1,441
+5% +$32.2K ﹤0.01% 1213
2016
Q4 		$638K Sell
30,662
-7,523
-20% -$141K ﹤0.01% 1237
2016
Q3 		$651K Sell
38,185
-6,219
-14% -$103K ﹤0.01% 1211
2016
Q2 		$689K Buy
44,404
+15,054
+51% +$230K ﹤0.01% 1177
2016
Q1 		$425K Buy
29,350
+2,673
+10% +$37.6K ﹤0.01% 1297
2015
Q4 		$415K Buy
26,677
+3,463
+15% +$57.9K ﹤0.01% 1319
2015
Q3 		$421K Hold
23,214
– – ﹤0.01% 1314
2015
Q2 		$505K Sell
23,214
-5,187
-18% -$111K ﹤0.01% 1323
2015
Q1 		$567K Sell
28,401
-7,820
-22% -$162K ﹤0.01% 1316
2014
Q4 		$726K Sell
36,221
-10,297
-22% -$212K ﹤0.01% 1285
2014
Q3 		$992K Sell
46,518
-699
-1% -$15.7K ﹤0.01% 1251
2014
Q2 		$1.11M Buy
47,217
+9,306
+25% +$216K ﹤0.01% 1240
2014
Q1 		$950K Sell
37,911
-5,111
-12% -$126K ﹤0.01% 1229
2013
Q4 		$1.09M Sell
43,022
-223,663
-84% -$5.66M ﹤0.01% 1195
2013
Q3 		$6.5M Sell
266,685
-8,913
-3% -$213K 0.01% 863
2013
Q2 		$6.47M Buy
+275,598
New +$7.24M 0.01% 841

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

Neuberger Berman Group's JEF Position: Q1 2026 in Review

Neuberger Berman Group reduced its Jefferies Financial Group (JEF) stake by 19% in Q1 2026, selling an estimated $258K and leaving 21,829 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Neuberger Berman Group first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.6M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Neuberger Berman Group held 21,829 shares of Jefferies Financial Group worth $901K as of Q1 2026.
  • Neuberger Berman Group sold 4,970 Jefferies Financial Group shares in Q1 2026, an estimated $258K.
  • Jefferies Financial Group made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1448 holding.
  • Neuberger Berman Group first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Neuberger Berman Group's Jefferies Financial Group position peaked at $42.6M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.