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Perigon Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Perigon Wealth 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 		– Sell
-4,216
Closed -$261K – 1361
2025
Q4 		$261K Buy
+4,216
New +$242K ﹤0.01% 1081
2018
Q2 		– Sell
-2,443
Closed -$50K – 439
2018
Q1 		$50K Hold
2,443
– – 0.02% 309
2017
Q4 		$58K Hold
2,443
– – 0.02% 273
2017
Q3 		$55K Buy
+2,443
New +$54.7K 0.02% 324

Other funds holding JEF

BlackRock
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
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 $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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perigon Wealth Management's JEF Position: Q1 2026 in Review

Perigon Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 4,216 shares — an estimated $261K sold.

Perigon Wealth Management first reported a position in JEF in Q3 2017 and held it in 4 quarters. The position peaked at $261K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Perigon Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 4,216 Jefferies Financial Group shares in Q1 2026, an estimated $261K.
  • Perigon Wealth Management first reported a position in Jefferies Financial Group in Q3 2017 and held it in 4 quarters.
  • Perigon Wealth Management's Jefferies Financial Group position peaked at $261K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.