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Pinnacle Associates’s Jefferies Financial Group JEF Stock Holding History

Pinnacle Associates’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 		$367K Sell
8,881
-7,297
-45% -$379K ﹤0.01% 731
2025
Q4 		$1M Buy
16,178
+6,941
+75% +$398K 0.01% 515
2025
Q3 		$604K Buy
9,237
+2
+0% +$122 0.01% 605
2025
Q2 		$505K Buy
9,235
+502
+6% +$24.9K 0.01% 627
2025
Q1 		$468K Buy
8,733
+317
+4% +$21.5K 0.01% 622
2024
Q4 		$660K Sell
8,416
-1,801
-18% -$130K 0.01% 549
2024
Q3 		$413K Buy
10,217
+1,854
+22% +$105K 0.01% 609
2024
Q2 		$416K Sell
8,363
-460
-5% -$20.6K 0.01% 619
2024
Q1 		$389K Sell
8,823
-1,394
-14% -$58.1K 0.01% 639
2023
Q4 		$413K Buy
10,217
+507
+5% +$17.9K 0.01% 617
2023
Q3 		$356K Sell
9,710
-1,193
-11% -$42.7K 0.01% 626
2023
Q2 		$362K Buy
10,903
+3,603
+49% +$112K 0.01% 635
2023
Q1 		$232K Buy
+7,300
New +$264K ﹤0.01% 687
2022
Q1 		– Sell
-55,156
Closed -$2.05M – 804
2021
Q4 		$2.05M Buy
55,156
+14,393
+35% +$554K 0.04% 345
2021
Q3 		$1.45M Buy
+40,763
New +$1.36M 0.03% 385
2015
Q4 		– Sell
-12,942
Closed -$235K – 662
2015
Q3 		$235K Sell
12,942
-2,748
-18% -$55.2K 0.01% 562
2015
Q2 		$341K Buy
15,690
+335
+2% +$7.16K 0.01% 523
2015
Q1 		$306K Sell
15,355
-9,518
-38% -$197K 0.01% 547
2014
Q4 		$499K Sell
24,873
-7,038
-22% -$145K 0.01% 460
2014
Q3 		$681K Sell
31,911
-9,490
-23% -$214K 0.01% 413
2014
Q2 		$972K Buy
41,401
+3,838
+10% +$89.1K 0.02% 364
2014
Q1 		$942K Sell
37,563
-995
-3% -$24.6K 0.02% 352
2013
Q4 		$978K Buy
38,558
+1,425
+4% +$36.1K 0.02% 358
2013
Q3 		$905K Buy
37,133
+3,496
+10% +$83.7K 0.02% 357
2013
Q2 		$789K Buy
+33,637
New +$884K 0.02% 364

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

Pinnacle Associates's JEF Position: Q1 2026 in Review

Pinnacle Associates reduced its Jefferies Financial Group (JEF) stake by 45% in Q1 2026, selling an estimated $379K and leaving 8,881 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Pinnacle Associates first reported a position in JEF in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.05M in Q4 2021. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Pinnacle Associates held 8,881 shares of Jefferies Financial Group worth $367K as of Q1 2026.
  • Pinnacle Associates sold 7,297 Jefferies Financial Group shares in Q1 2026, an estimated $379K.
  • Jefferies Financial Group made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #731 holding.
  • Pinnacle Associates first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 25 quarters since.
  • Pinnacle Associates's Jefferies Financial Group position peaked at $2.05M in Q4 2021.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.