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

OneDigital 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	–	Sell	-4,723	Closed	-$293K	–	1544
2025 Q4	$293K	Sell	4,723 -1,474	-24%	-$84.5K	﹤0.01%	1231
2025 Q3	$405K	Buy	6,197 +1,160	+23%	+$70.7K	﹤0.01%	1030
2025 Q2	$275K	Sell	5,037 -65	-1%	-$3.22K	﹤0.01%	1211
2025 Q1	$273K	Buy	5,102 +1,157	+29%	+$78.5K	﹤0.01%	1158
2024 Q4	$309K	Buy	+3,945	New	+$284K	﹤0.01%	1118
2019 Q3	–	Sell	-374	Closed	-$6K	–	865
2019 Q2	$6K	Hold	374	–	–	﹤0.01%	1023
2019 Q1	$6K	Sell	374 -240	-39%	-$4.24K	﹤0.01%	962
2018 Q4	$10K	Hold	614	–	–	﹤0.01%	851
2018 Q3	$12K	Hold	614	–	–	﹤0.01%	790
2018 Q2	$13K	Sell	614 -56	-8%	-$1.17K	﹤0.01%	965
2018 Q1	$14K	Hold	670	–	–	﹤0.01%	946
2017 Q4	$16K	Hold	670	–	–	﹤0.01%	871
2017 Q3	$15K	Hold	670	–	–	0.01%	728
2017 Q2	$16K	Buy	+670	New	+$15.3K	﹤0.01%	822

Other funds holding JEF

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

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

OneDigital Investment Advisors sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 4,723 shares — an estimated $293K sold.

OneDigital Investment Advisors first reported a position in JEF in Q2 2017 and held it in 14 quarters. The position peaked at $405K in Q3 2025. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

OneDigital Investment Advisors reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 4,723 Jefferies Financial Group shares in Q1 2026, an estimated $293K.
OneDigital Investment Advisors first reported a position in Jefferies Financial Group in Q2 2017 and held it in 14 quarters.
OneDigital Investment Advisors's Jefferies Financial Group position peaked at $405K in Q3 2025.
557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.