Parsons Capital Management’s Jefferies Financial Group JEF Stock Holding History

Parsons Capital Management’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	$413K	Sell	10,000 -10,000	-50%	-$519K	0.02%	369
2025 Q4	$1.24M	Sell	20,000 -4,743	-19%	-$272K	0.07%	220
2025 Q3	$1.62M	Hold	24,743	–	–	0.09%	189
2025 Q2	$1.35M	Hold	24,743	–	–	0.08%	204
2025 Q1	$1.33M	Hold	24,743	–	–	0.07%	216
2024 Q4	$1.94M	Hold	24,743	–	–	0.11%	164
2024 Q3	$1.52M	Hold	24,743	–	–	0.1%	186
2024 Q2	$1.23M	Hold	24,743	–	–	0.08%	202
2024 Q1	$1.09M	Hold	24,743	–	–	0.07%	222
2023 Q4	$1,000K	Hold	24,743	–	–	0.07%	227
2023 Q3	$906K	Hold	24,743	–	–	0.07%	225
2023 Q2	$821K	Hold	24,743	–	–	0.06%	238
2023 Q1	$785K	Sell	24,743 -1,138	-4%	-$41.1K	0.06%	242
2022 Q4	$848K	Hold	25,881	–	–	0.07%	224
2022 Q3	$730K	Hold	25,881	–	–	0.07%	233
2022 Q2	$683K	Hold	25,881	–	–	0.06%	240
2022 Q1	$813K	Hold	25,881	–	–	0.06%	238
2021 Q4	$960K	Hold	25,881	–	–	0.07%	225
2021 Q3	$919K	Hold	25,881	–	–	0.07%	226
2021 Q2	$846K	Hold	25,881	–	–	0.06%	234
2021 Q1	$745K	Hold	25,881	–	–	0.06%	232
2020 Q4	$609K	Hold	25,881	–	–	0.05%	241
2020 Q3	$445K	Hold	25,881	–	–	0.04%	251
2020 Q2	$385K	Hold	25,881	–	–	0.04%	253
2020 Q1	$338K	Sell	25,881 -25,881	-50%	-$494K	0.04%	254
2019 Q4	$1.06M	Hold	51,762	–	–	0.11%	175
2019 Q3	$911K	Buy	51,762 +374	+0.7%	+$6.66K	0.1%	189
2019 Q2	$885K	Hold	51,388	–	–	0.1%	189
2019 Q1	$864K	Hold	51,388	–	–	0.09%	192
2018 Q4	$799K	Sell	51,388 -558	-1%	-$10.2K	0.1%	186
2018 Q3	$1.02M	Hold	51,946	–	–	0.11%	179
2018 Q2	$1.06M	Sell	51,946 -224	-0.4%	-$4.69K	0.12%	166
2018 Q1	$1.06M	Sell	52,170 -614	-1%	-$13.9K	0.12%	161
2017 Q4	$1.25M	Buy	52,784 +56	+0.1%	+$1.29K	0.14%	151
2017 Q3	$1.19M	Sell	52,728 -224	-0.4%	-$5.02K	0.14%	150
2017 Q2	$1.24M	Hold	52,952	–	–	0.15%	143
2017 Q1	$1.23M	Hold	52,952	–	–	0.16%	143
2016 Q4	$1.1M	Sell	52,952 -2,793	-5%	-$52.2K	0.15%	151
2016 Q3	$950K	Hold	55,745	–	–	0.13%	163
2016 Q2	$865K	Sell	55,745 -5,027	-8%	-$76.8K	0.12%	177
2016 Q1	$880K	Hold	60,772	–	–	0.12%	174
2015 Q4	$946K	Hold	60,772	–	–	0.13%	163
2015 Q3	$1.1M	Hold	60,772	–	–	0.16%	150
2015 Q2	$1.32M	Sell	60,772 -3,463	-5%	-$74K	0.18%	146
2015 Q1	$1.28M	Hold	64,235	–	–	0.18%	135
2014 Q4	$1.29M	Hold	64,235	–	–	0.17%	137
2014 Q3	$1.37M	Hold	64,235	–	–	0.19%	134
2014 Q2	$1.51M	Hold	64,235	–	–	0.21%	129
2014 Q1	$1.61M	Buy	64,235 +54,181	+539%	+$1.34M	0.23%	123
2013 Q4	$255K	Hold	10,054	–	–	0.04%	287
2013 Q3	$245K	Hold	10,054	–	–	0.04%	273
2013 Q2	$236K	Buy	+10,054	New	+$264K	0.04%	272

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

Parsons Capital Management's JEF Position: Q1 2026 in Review

Parsons Capital Management reduced its Jefferies Financial Group (JEF) stake by 50% in Q1 2026, selling an estimated $519K and leaving 10,000 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #369.

Parsons Capital Management first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.94M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Parsons Capital Management held 10,000 shares of Jefferies Financial Group worth $413K as of Q1 2026.
Parsons Capital Management sold 10,000 Jefferies Financial Group shares in Q1 2026, an estimated $519K.
Jefferies Financial Group made up 0.02% of Parsons Capital Management's portfolio in Q1 2026, its #369 holding.
Parsons Capital Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
Parsons Capital Management's Jefferies Financial Group position peaked at $1.94M in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.