Orion Portfolio Solutions’s Jefferies Financial Group JEF Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$2.08M	Sell	38,874 -322	-0.8%	-$21.9K	0.02%	684
2024 Q4	$3.07M	Buy	39,196 +24,388	+165%	+$1.75M	0.03%	500
2024 Q3	$911K	Sell	14,808 -198	-1%	-$11.2K	0.01%	1092
2024 Q2	$747K	Buy	15,006 +4,319	+40%	+$194K	0.01%	1117
2024 Q1	$471K	Buy	10,687 +1,270	+13%	+$52.9K	0.01%	1287
2023 Q4	$383K	Buy	9,417 +1,367	+17%	+$48.4K	﹤0.01%	1312
2023 Q3	$295K	Buy	+8,050	New	+$288K	﹤0.01%	1392
2020 Q3	–	Sell	-1,537	Closed	-$23K	–	1272
2020 Q2	$23K	Buy	1,537 +788	+105%	+$10.6K	﹤0.01%	903
2020 Q1	$10K	Buy	749 +211	+39%	+$4.03K	﹤0.01%	1068
2019 Q4	$11K	Buy	+538	New	+$10.2K	﹤0.01%	965

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Orion Portfolio Solutions's JEF Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Jefferies Financial Group (JEF) stake by 0.82% in Q1 2025, selling an estimated $21.9K and leaving 38,874 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #684.

Orion Portfolio Solutions first reported a position in JEF in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.07M in Q4 2024. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

Orion Portfolio Solutions held 38,874 shares of Jefferies Financial Group worth $2.08M as of Q1 2025.
Orion Portfolio Solutions sold 322 Jefferies Financial Group shares in Q1 2025, an estimated $21.9K.
Jefferies Financial Group made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #684 holding.
Orion Portfolio Solutions first reported a position in Jefferies Financial Group in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Jefferies Financial Group position peaked at $3.07M in Q4 2024.
563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.