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JEF icon

NewEdge Advisors’s Jefferies Financial Group JEF Stock Holding History

NewEdge 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 		$1.6M Buy
38,678
+2,331
+6% +$121K 0.01% 1220
2025
Q4 		$2.25M Buy
36,347
+2,772
+8% +$159K 0.01% 1014
2025
Q3 		$2.2M Buy
33,575
+7,605
+29% +$464K 0.01% 966
2025
Q2 		$1.42M Buy
25,970
+2,751
+12% +$136K 0.01% 1097
2025
Q1 		$1.24M Sell
23,219
-3,690
-14% -$250K 0.01% 1073
2024
Q4 		$2.11M Buy
26,909
+12,071
+81% +$868K 0.01% 812
2024
Q3 		$913K Buy
14,838
+2,352
+19% +$133K 0.01% 1150
2024
Q2 		$621K Buy
12,486
+11,058
+774% +$496K ﹤0.01% 1291
2024
Q1 		$63K Buy
1,428
+166
+13% +$6.91K ﹤0.01% 2234
2023
Q4 		$51K Buy
1,262
+508
+67% +$18K ﹤0.01% 2224
2023
Q3 		$27.6K Sell
754
-57
-7% -$2.04K ﹤0.01% 2287
2023
Q2 		$26.9K Buy
811
+307
+61% +$9.58K ﹤0.01% 2291
2023
Q1 		$16K Sell
504
-1,591
-76% -$57.5K ﹤0.01% 2416
2022
Q4 		$51.4K Buy
+2,095
New +$69.6K ﹤0.01% 1704

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

NewEdge Advisors's JEF Position: Q1 2026 in Review

NewEdge Advisors increased its Jefferies Financial Group (JEF) stake by 6.4% in Q1 2026, buying an estimated $121K and bringing the position to 38,678 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #1220.

NewEdge Advisors first reported a position in JEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • NewEdge Advisors held 38,678 shares of Jefferies Financial Group worth $1.6M as of Q1 2026.
  • NewEdge Advisors bought 2,331 Jefferies Financial Group shares in Q1 2026, an estimated $121K.
  • Jefferies Financial Group made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1220 holding.
  • NewEdge Advisors first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Jefferies Financial Group position peaked at $2.25M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.