Nisa Investment Advisors
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Nisa Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Nisa Investment 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 		$2.87M Sell
69,655
-2,898
-4% -$150K 0.01% 520
2025
Q4 		$4.5M Buy
72,553
+1
+0% +$57 0.01% 439
2025
Q3 		$4.75M Hold
72,552
– – 0.02% 414
2025
Q2 		$3.97M Hold
72,552
– – 0.02% 458
2025
Q1 		$3.89M Sell
72,552
-3,300
-4% -$224K 0.02% 470
2024
Q4 		$5.95M Sell
75,852
-500
-0.7% -$36K 0.02% 406
2024
Q3 		$4.7M Hold
76,352
– – 0.03% 447
2024
Q2 		$3.8M Sell
76,352
-5,400
-7% -$242K 0.02% 502
2024
Q1 		$3.61M Sell
81,752
-148,292
-64% -$6.18M 0.02% 537
2023
Q4 		$9.3M Buy
230,044
+64,524
+39% +$2.28M 0.07% 266
2023
Q3 		$6.06M Buy
165,520
+89,168
+117% +$3.19M 0.05% 347
2023
Q2 		$2.53M Sell
76,352
-500
-0.7% -$15.6K 0.02% 611
2023
Q1 		$2.44M Sell
76,852
-6,834
-8% -$247K 0.02% 612
2022
Q4 		$2.74M Sell
83,686
-9,414
-10% -$313K 0.02% 633
2022
Q3 		$2.67M Buy
93,100
+14,686
+19% +$444K 0.02% 547
2022
Q2 		$2.07M Hold
78,414
– – 0.02% 631
2022
Q1 		$2.46M Sell
78,414
-4,184
-5% -$142K 0.02% 617
2021
Q4 		$2.89M Hold
82,598
– – 0.02% 538
2021
Q3 		$2.93K Buy
82,598
+3,138
+4% +$105K 0.02% 602
2021
Q2 		$2.6K Sell
79,460
-14,854
-16% -$453K 0.02% 651
2021
Q1 		$2.71K Buy
94,314
+7,322
+8% +$200K 0.02% 637
2020
Q4 		$2.05M Hold
86,992
– – 0.01% 687
2020
Q3 		$1.5M Buy
86,992
+1,569
+2% +$25.7K 0.01% 683
2020
Q2 		$1.27M Sell
85,423
-75,580
-47% -$1.01M 0.01% 707
2020
Q1 		$2.1M Buy
161,003
+33,605
+26% +$642K 0.02% 518
2019
Q4 		$2.6M Sell
127,398
-2,824
-2% -$53.4K 0.02% 552
2019
Q3 		$2.29M Sell
130,222
-8,855
-6% -$158K 0.02% 587
2019
Q2 		$2.39M Sell
139,077
-41,226
-23% -$707K 0.02% 569
2019
Q1 		$3.03M Buy
180,303
+49,158
+37% +$868K 0.03% 494
2018
Q4 		$2.04M Buy
131,145
+2,647
+2% +$48.5K 0.02% 567
2018
Q3 		$2.53M Sell
128,498
-3,574
-3% -$74.5K 0.02% 572
2018
Q2 		$2.69M Sell
132,072
-24,907
-16% -$522K 0.03% 515
2018
Q1 		$3.2M Sell
156,979
-13,374
-8% -$303K 0.03% 467
2017
Q4 		$4.04M Sell
170,353
-43,872
-20% -$1.01M 0.04% 395
2017
Q3 		$4.84M Buy
214,225
+16,278
+8% +$365K 0.05% 338
2017
Q2 		$4.59M Buy
197,947
+41,623
+27% +$948K 0.05% 343
2017
Q1 		$3.64M Sell
156,324
-17
-0% -$380 0.04% 405
2016
Q4 		$3.25M Hold
156,341
– – 0.04% 435
2016
Q3 		$2.67M Hold
156,341
– – 0.03% 476
2016
Q2 		$2.42M Buy
156,341
+18,913
+14% +$289K 0.03% 500
2016
Q1 		$1.99M Buy
137,428
+9,160
+7% +$129K 0.03% 545
2015
Q4 		$2M Sell
128,268
-17,203
-12% -$288K 0.03% 537
2015
Q3 		$2.64M Sell
145,471
-9,496
-6% -$191K 0.04% 445
2015
Q2 		$3.37M Hold
154,967
– – 0.05% 386
2015
Q1 		$3.09M Buy
154,967
+6,033
+4% +$125K 0.04% 428
2014
Q4 		$2.99M Buy
148,934
+1,329
+0.9% +$27.4K 0.04% 442
2014
Q3 		$3.15M Buy
147,605
+8,937
+6% +$201K 0.04% 407
2014
Q2 		$3.25M Sell
138,668
-5,586
-4% -$130K 0.05% 393
2014
Q1 		$3.62M Hold
144,254
– – 0.05% 361
2013
Q4 		$3.66M Buy
144,254
+112
+0.1% +$2.83K 0.05% 360
2013
Q3 		$3.52M Hold
144,142
– – 0.05% 350
2013
Q2 		$3.38M Buy
+144,142
New +$3.79M 0.05% 344

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

Nisa Investment Advisors's JEF Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Jefferies Financial Group (JEF) stake by 4% in Q1 2026, selling an estimated $150K and leaving 69,655 shares worth $2.87M. The position accounts for 0.01% of the portfolio, ranked #520.

Nisa Investment Advisors first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.3M in Q4 2023. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Nisa Investment Advisors held 69,655 shares of Jefferies Financial Group worth $2.87M as of Q1 2026.
  • Nisa Investment Advisors sold 2,898 Jefferies Financial Group shares in Q1 2026, an estimated $150K.
  • Jefferies Financial Group made up 0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #520 holding.
  • Nisa Investment Advisors first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Jefferies Financial Group position peaked at $9.3M in Q4 2023.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.