&Partners’s Jefferies Financial Group JEF Stock Holding History

&Partners’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	$448K	Buy	10,233 +3,496	+52%	+$181K	﹤0.01%	1759
2025 Q4	$417K	Sell	6,737 -12,333	-65%	-$707K	﹤0.01%	1734
2025 Q3	$1.25M	Sell	19,070 -861	-4%	-$52.5K	0.01%	980
2025 Q2	$1.09M	Buy	19,931 +2,632	+15%	+$130K	0.01%	944
2025 Q1	$876K	Buy	17,299 +2,708	+19%	+$184K	0.01%	881
2024 Q4	$1.18M	Buy	14,591 +9,717	+199%	+$699K	0.01%	702
2024 Q3	$300K	Buy	+4,874	New	+$277K	0.01%	1097

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

&Partners's JEF Position: Q1 2026 in Review

&Partners increased its Jefferies Financial Group (JEF) stake by 52% in Q1 2026, buying an estimated $181K and bringing the position to 10,233 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

&Partners first reported a position in JEF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

&Partners held 10,233 shares of Jefferies Financial Group worth $448K as of Q1 2026.
&Partners bought 3,496 Jefferies Financial Group shares in Q1 2026, an estimated $181K.
Jefferies Financial Group made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1759 holding.
&Partners first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 7 quarters since.
&Partners's Jefferies Financial Group position peaked at $1.25M in Q3 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.