NVWM LLC’s Jefferies Financial Group JEF Stock Holding History

NVWM LLC’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	-500	Closed	-$31K	–	760
2025 Q4	$31K	Buy	+500	New	+$28.7K	0.01%	257

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NVWM LLC's JEF Position: Q1 2026 in Review

NVWM LLC sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 500 shares — an estimated $31K sold.

NVWM LLC first reported a position in JEF in Q4 2025 and held it in 1 quarter. The position peaked at $31K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

NVWM LLC reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
NVWM LLC sold 500 Jefferies Financial Group shares in Q1 2026, an estimated $31K.
NVWM LLC first reported a position in Jefferies Financial Group in Q4 2025 and held it in 1 quarter.
NVWM LLC's Jefferies Financial Group position peaked at $31K in Q4 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.