Oppenheimer & Co’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.67M | Sell |
161,541
-44,889
| -22% | -$2.33M | 0.08% | 271 |
|
|
2025
Q4 | $12.8M | Buy |
206,430
+5,655
| +3% | +$324K | 0.18% | 120 |
|
|
2025
Q3 | $13.1M | Sell |
200,775
-52,989
| -21% | -$3.23M | 0.16% | 132 |
|
|
2025
Q2 | $13.9M | Sell |
253,764
-10,310
| -4% | -$510K | 0.18% | 114 |
|
|
2025
Q1 | $14.1M | Sell |
264,074
-14,004
| -5% | -$951K | 0.21% | 94 |
|
|
2024
Q4 | $21.8M | Sell |
278,078
-21,219
| -7% | -$1.53M | 0.33% | 56 |
|
|
2024
Q3 | $18.4M | Buy |
299,297
+7,889
| +3% | +$448K | 0.28% | 70 |
|
|
2024
Q2 | $14.5M | Sell |
291,408
-2,151
| -0.7% | -$96.5K | 0.23% | 85 |
|
|
2024
Q1 | $12.9M | Sell |
293,559
-162,403
| -36% | -$6.76M | 0.21% | 101 |
|
|
2023
Q4 | $18.4M | Sell |
455,962
-12,157
| -3% | -$430K | 0.34% | 54 |
|
|
2023
Q3 | $17.1M | Sell |
468,119
-18,977
| -4% | -$680K | 0.35% | 53 |
|
|
2023
Q2 | $16.2M | Sell |
487,096
-30,851
| -6% | -$963K | 0.32% | 57 |
|
|
2023
Q1 | $16.4M | Buy |
517,947
+72,828
| +16% | +$2.63M | 0.35% | 56 |
|
|
2022
Q4 | $14.6M | Buy |
445,119
+16,178
| +4% | +$538K | 0.33% | 61 |
|
|
2022
Q3 | $12.1M | Buy |
428,941
+2,717
| +0.6% | +$82.2K | 0.28% | 69 |
|
|
2022
Q2 | $11.3M | Sell |
426,224
-21,104
| -5% | -$624K | 0.24% | 83 |
|
|
2022
Q1 | $14M | Buy |
447,328
+89,265
| +25% | +$3.03M | 0.25% | 79 |
|
|
2021
Q4 | $13.3M | Buy |
358,063
+87,836
| +33% | +$3.38M | 0.23% | 85 |
|
|
2021
Q3 | $9.59M | Buy |
270,227
+18,652
| +7% | +$624K | 0.18% | 120 |
|
|
2021
Q2 | $8.22M | Buy |
251,575
+7,216
| +3% | +$220K | 0.15% | 150 |
|
|
2021
Q1 | $7.03M | Buy |
244,359
+64,009
| +35% | +$1.75M | 0.14% | 162 |
|
|
2020
Q4 | $4.24M | Buy |
180,350
+4,791
| +3% | +$101K | 0.09% | 260 |
|
|
2020
Q3 | $3.02M | Sell |
175,559
-10,590
| -6% | -$173K | 0.08% | 298 |
|
|
2020
Q2 | $2.77M | Sell |
186,149
-82,351
| -31% | -$1.1M | 0.07% | 306 |
|
|
2020
Q1 | $3.51M | Buy |
268,500
+77,058
| +40% | +$1.47M | 0.11% | 203 |
|
|
2019
Q4 | $3.91M | Sell |
191,442
-12,919
| -6% | -$244K | 0.1% | 230 |
|
|
2019
Q3 | $3.6M | Sell |
204,361
-11,034
| -5% | -$196K | 0.1% | 229 |
|
|
2019
Q2 | $3.71M | Buy |
215,395
+8,491
| +4% | +$146K | 0.1% | 231 |
|
|
2019
Q1 | $3.48M | Buy |
206,904
+25,771
| +14% | +$455K | 0.09% | 250 |
|
|
2018
Q4 | $2.81M | Sell |
181,133
-68,685
| -27% | -$1.26M | 0.09% | 259 |
|
|
2018
Q3 | $4.91M | Buy |
249,818
+30,691
| +14% | +$640K | 0.13% | 186 |
|
|
2018
Q2 | $4.46M | Buy |
219,127
+18,091
| +9% | +$379K | 0.12% | 192 |
|
|
2018
Q1 | $4.09M | Buy |
201,036
+78,372
| +64% | +$1.78M | 0.11% | 219 |
|
|
2017
Q4 | $2.91M | Buy |
122,664
+7,284
| +6% | +$168K | 0.07% | 301 |
|
|
2017
Q3 | $2.61M | Sell |
115,380
-10,763
| -9% | -$241K | 0.07% | 318 |
|
|
2017
Q2 | $2.95M | Sell |
126,143
-7,917
| -6% | -$180K | 0.08% | 294 |
|
|
2017
Q1 | $3.12M | Buy |
134,060
+5,092
| +4% | +$114K | 0.09% | 273 |
|
|
2016
Q4 | $2.68M | Sell |
128,968
-6,448
| -5% | -$120K | 0.08% | 299 |
|
|
2016
Q3 | $2.31M | Sell |
135,416
-80,875
| -37% | -$1.34M | 0.07% | 331 |
|
|
2016
Q2 | $3.35M | Sell |
216,291
-28,133
| -12% | -$430K | 0.1% | 239 |
|
|
2016
Q1 | $3.54M | Buy |
244,424
+11,818
| +5% | +$166K | 0.11% | 220 |
|
|
2015
Q4 | $3.62M | Buy |
232,606
+209,284
| +897% | +$3.5M | 0.11% | 218 |
|
|
2015
Q3 | $423K | Hold |
23,322
| – | – | 0.01% | 872 |
|
|
2015
Q2 | $507K | Sell |
23,322
-4,811
| -17% | -$103K | 0.01% | 868 |
|
|
2015
Q1 | $561K | Buy |
28,133
+4,312
| +18% | +$89.1K | 0.02% | 822 |
|
|
2014
Q4 | $478K | Buy |
23,821
+3,459
| +17% | +$71.4K | 0.01% | 840 |
|
|
2014
Q3 | $435K | Sell |
20,362
-878
| -4% | -$19.8K | 0.01% | 904 |
|
|
2014
Q2 | $498K | Sell |
21,240
-6,302
| -23% | -$146K | 0.02% | 850 |
|
|
2014
Q1 | $691K | Buy |
27,542
+5,804
| +27% | +$143K | 0.02% | 723 |
|
|
2013
Q4 | $552K | Sell |
21,738
-13,673
| -39% | -$346K | 0.02% | 778 |
|
|
2013
Q3 | $864K | Sell |
35,411
-20,244
| -36% | -$485K | 0.03% | 591 |
|
|
2013
Q2 | $1.31M | Buy |
+55,655
| New | +$1.46M | 0.05% | 425 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Oppenheimer & Co's JEF Position: Q1 2026 in Review
Oppenheimer & Co reduced its Jefferies Financial Group (JEF) stake by 22% in Q1 2026, selling an estimated $2.33M and leaving 161,541 shares worth $6.67M. The position accounts for 0.08% of the portfolio, ranked #271.
Oppenheimer & Co first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.8M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Oppenheimer & Co held 161,541 shares of Jefferies Financial Group worth $6.67M as of Q1 2026.
- Oppenheimer & Co sold 44,889 Jefferies Financial Group shares in Q1 2026, an estimated $2.33M.
- Jefferies Financial Group made up 0.08% of Oppenheimer & Co's portfolio in Q1 2026, its #271 holding.
- Oppenheimer & Co first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
- Oppenheimer & Co's Jefferies Financial Group position peaked at $21.8M in Q4 2024.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.