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Parkside Financial Bank & Trust’s Jefferies Financial Group JEF Stock Holding History

Parkside Financial Bank & Trust’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 		$19.4K Sell
469
-203
-30% -$10.5K ﹤0.01% 1318
2025
Q4 		$41.6K Buy
672
+224
+50% +$12.8K ﹤0.01% 1030
2025
Q3 		$29.3K Sell
448
-13
-3% -$793 ﹤0.01% 1119
2025
Q2 		$25.2K Buy
461
+11
+2% +$545 ﹤0.01% 1147
2025
Q1 		$24.1K Buy
450
+187
+71% +$12.7K ﹤0.01% 1089
2024
Q4 		$20.6K Buy
263
+64
+32% +$4.6K ﹤0.01% 1083
2024
Q3 		$12.3K Sell
199
-6
-3% -$340 ﹤0.01% 1183
2024
Q2 		$10.2K Hold
205
– – ﹤0.01% 1177
2024
Q1 		$9.04K Hold
205
– – ﹤0.01% 1201
2023
Q4 		$8.29K Sell
205
-80
-28% -$2.83K ﹤0.01% 1186
2023
Q3 		$10.4K Sell
285
-33
-10% -$1.18K ﹤0.01% 1111
2023
Q2 		$10.5K Buy
318
+30
+10% +$936 ﹤0.01% 1099
2023
Q1 		$9.14K Sell
288
-27
-9% -$976 ﹤0.01% 1140
2022
Q4 		$10.3K Buy
315
+59
+23% +$1.96K ﹤0.01% 1054
2022
Q3 		$7K Buy
256
+25
+11% +$757 ﹤0.01% 1100
2022
Q2 		$6K Sell
231
-24
-9% -$709 ﹤0.01% 1166
2022
Q1 		$8K Buy
255
+12
+5% +$407 ﹤0.01% 1110
2021
Q4 		$9K Buy
243
+11
+5% +$424 ﹤0.01% 1063
2021
Q3 		$8K Hold
232
– – ﹤0.01% 1046
2021
Q2 		$8K Hold
232
– – ﹤0.01% 1049
2021
Q1 		$7K Hold
232
– – ﹤0.01% 1070
2020
Q4 		$5K Hold
232
– – ﹤0.01% 1108
2020
Q3 		$4K Hold
232
– – ﹤0.01% 982
2020
Q2 		$3K Buy
232
+54
+30% +$723 ﹤0.01% 1067
2020
Q1 		$2K Sell
178
-64
-26% -$1.22K ﹤0.01% 1115
2019
Q4 		$5K Sell
242
-13
-5% -$246 ﹤0.01% 947
2019
Q3 		$4K Buy
255
+124
+95% +$2.21K ﹤0.01% 998
2019
Q2 		$2K Sell
131
-31
-19% -$532 ﹤0.01% 1179
2019
Q1 		$3K Hold
162
– – ﹤0.01% 1070
2018
Q4 		$3K Buy
162
+111
+218% +$2.03K ﹤0.01% 992
2018
Q3 		$1K Buy
51
+9
+21% +$188 ﹤0.01% 1285
2018
Q2 		$1K Buy
42
+5
+14% +$105 ﹤0.01% 1269
2018
Q1 		$1K Hold
37
– – ﹤0.01% 1205
2017
Q4 		$1K Hold
37
– – ﹤0.01% 1150
2017
Q3 		$1K Sell
37
-138
-79% -$3.09K ﹤0.01% 1147
2017
Q2 		$4K Hold
175
– – ﹤0.01% 900
2017
Q1 		$4K Buy
175
+13
+8% +$291 ﹤0.01% 867
2016
Q4 		$3K Buy
162
+97
+149% +$1.81K ﹤0.01% 910
2016
Q3 		$1K Hold
65
– – ﹤0.01% 1021
2016
Q2 		$1K Hold
65
– – ﹤0.01% 1005
2016
Q1 		$1K Hold
65
– – ﹤0.01% 985
2015
Q4 		$1K Buy
65
+38
+141% +$635 ﹤0.01% 986
2015
Q3 		$0 Buy
+27
New +$542 ﹤0.01% 1078

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

Parkside Financial Bank & Trust's JEF Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Jefferies Financial Group (JEF) stake by 30% in Q1 2026, selling an estimated $10.5K and leaving 469 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Parkside Financial Bank & Trust first reported a position in JEF in Q3 2015 and has held it in 43 quarters since. The position peaked at $41.6K in Q4 2025. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Parkside Financial Bank & Trust held 469 shares of Jefferies Financial Group worth $19.4K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 203 Jefferies Financial Group shares in Q1 2026, an estimated $10.5K.
  • Jefferies Financial Group made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1318 holding.
  • Parkside Financial Bank & Trust first reported a position in Jefferies Financial Group in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's Jefferies Financial Group position peaked at $41.6K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.