Private Management Group’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.2M | Buy |
756,059
+98,159
| +15% | +$5.09M | 0.9% | 37 |
|
|
2025
Q4 | $40.8M | Sell |
657,900
-4,994
| -0.8% | -$286K | 1.19% | 14 |
|
|
2025
Q3 | $43.4M | Sell |
662,894
-9,094
| -1% | -$555K | 1.29% | 11 |
|
|
2025
Q2 | $36.8M | Buy |
671,988
+22,448
| +3% | +$1.11M | 1.19% | 23 |
|
|
2025
Q1 | $34.8M | Sell |
649,540
-25,472
| -4% | -$1.73M | 1.24% | 17 |
|
|
2024
Q4 | $52.9M | Sell |
675,012
-236,058
| -26% | -$17M | 1.91% | 4 |
|
|
2024
Q3 | $56.1M | Sell |
911,070
-236,785
| -21% | -$13.4M | 1.97% | 4 |
|
|
2024
Q2 | $57.1M | Sell |
1,147,855
-128,018
| -10% | -$5.75M | 2.2% | 3 |
|
|
2024
Q1 | $56.3M | Sell |
1,275,873
-141,149
| -10% | -$5.88M | 2.13% | 4 |
|
|
2023
Q4 | $57.3M | Sell |
1,417,022
-21,244
| -1% | -$751K | 2.19% | 3 |
|
|
2023
Q3 | $52.7M | Sell |
1,438,266
-7,525
| -0.5% | -$270K | 2.16% | 4 |
|
|
2023
Q2 | $48M | Sell |
1,445,791
-7,693
| -0.5% | -$240K | 2.04% | 4 |
|
|
2023
Q1 | $46.1M | Sell |
1,453,484
-190,925
| -12% | -$6.9M | 2.07% | 8 |
|
|
2022
Q4 | $53.9M | Sell |
1,644,409
-29,708
| -2% | -$987K | 2.39% | 2 |
|
|
2022
Q3 | $47.2M | Sell |
1,674,117
-679
| -0% | -$20.6K | 2.2% | 2 |
|
|
2022
Q2 | $44.2M | Buy |
1,674,796
+34,668
| +2% | +$1.02M | 1.94% | 5 |
|
|
2022
Q1 | $51.5M | Buy |
1,640,128
+36,784
| +2% | +$1.25M | 2.09% | 3 |
|
|
2021
Q4 | $59.5M | Sell |
1,603,344
-158,123
| -9% | -$6.09M | 2.38% | 2 |
|
|
2021
Q3 | $62.5M | Sell |
1,761,467
-17,864
| -1% | -$598K | 2.61% | 2 |
|
|
2021
Q2 | $58.2M | Buy |
1,779,331
+8,482
| +0.5% | +$259K | 2.55% | 2 |
|
|
2021
Q1 | $51M | Sell |
1,770,849
-21,475
| -1% | -$585K | 2.33% | 3 |
|
|
2020
Q4 | $42.2M | Sell |
1,792,324
-35,147
| -2% | -$738K | 2.15% | 4 |
|
|
2020
Q3 | $31.4M | Sell |
1,827,471
-51,246
| -3% | -$839K | 2.05% | 6 |
|
|
2020
Q2 | $27.9M | Buy |
1,878,717
+5,109
| +0.3% | +$68.4K | 1.94% | 8 |
|
|
2020
Q1 | $24.5M | Sell |
1,873,608
-56,697
| -3% | -$1.08M | 1.99% | 5 |
|
|
2019
Q4 | $39.4M | Sell |
1,930,305
-18,588
| -1% | -$352K | 1.95% | 7 |
|
|
2019
Q3 | $36.7M | Sell |
1,948,893
-140,614
| -7% | -$2.5M | 1.95% | 10 |
|
|
2019
Q2 | $36M | Sell |
2,089,507
-10,239
| -0.5% | -$176K | 1.85% | 11 |
|
|
2019
Q1 | $35.3M | Buy |
2,099,746
+724
| +0% | +$12.8K | 1.75% | 12 |
|
|
2018
Q4 | $32.6M | Buy |
2,099,022
+75,719
| +4% | +$1.39M | 1.78% | 11 |
|
|
2018
Q3 | $39.8M | Buy |
2,023,303
+19,391
| +1% | +$404K | 1.87% | 13 |
|
|
2018
Q2 | $40.8M | Buy |
2,003,912
+20,643
| +1% | +$432K | 2% | 10 |
|
|
2018
Q1 | $40.4M | Buy |
1,983,269
+105,910
| +6% | +$2.4M | 2.16% | 11 |
|
|
2017
Q4 | $44.5M | Sell |
1,877,359
-5,139
| -0.3% | -$119K | 2.29% | 8 |
|
|
2017
Q3 | $42.5M | Buy |
1,882,498
+42,735
| +2% | +$958K | 2.25% | 7 |
|
|
2017
Q2 | $43.1M | Buy |
1,839,763
+5,883
| +0.3% | +$134K | 2.36% | 9 |
|
|
2017
Q1 | $42.7M | Sell |
1,833,880
-7,032
| -0.4% | -$157K | 2.42% | 8 |
|
|
2016
Q4 | $38.3M | Buy |
1,840,912
+8,784
| +0.5% | +$164K | 2.16% | 9 |
|
|
2016
Q3 | $31.2M | Sell |
1,832,128
-34,930
| -2% | -$579K | 1.93% | 12 |
|
|
2016
Q2 | $29M | Buy |
1,867,058
+527
| +0% | +$8.05K | 1.9% | 16 |
|
|
2016
Q1 | $27M | Buy |
1,866,531
+7,435
| +0.4% | +$105K | 1.73% | 21 |
|
|
2015
Q4 | $28.9M | Buy |
1,859,096
+12,624
| +0.7% | +$211K | 1.79% | 20 |
|
|
2015
Q3 | $33.5M | Buy |
1,846,472
+125,619
| +7% | +$2.52M | 2.16% | 17 |
|
|
2015
Q2 | $37.4M | Sell |
1,720,853
-23,660
| -1% | -$505K | 2.45% | 15 |
|
|
2015
Q1 | $34.8M | Buy |
1,744,513
+31,669
| +2% | +$654K | 2.23% | 20 |
|
|
2014
Q4 | $34.4M | Buy |
1,712,844
+72,932
| +4% | +$1.5M | 2.16% | 22 |
|
|
2014
Q3 | $35M | Buy |
1,639,912
+28,915
| +2% | +$651K | 2.24% | 19 |
|
|
2014
Q2 | $37.8M | Buy |
1,610,997
+159,398
| +11% | +$3.7M | 2.34% | 18 |
|
|
2014
Q1 | $36.4M | Buy |
1,451,599
+188,491
| +15% | +$4.65M | 2.42% | 19 |
|
|
2013
Q4 | $32M | Buy |
1,263,108
+1,382
| +0.1% | +$35K | 2.18% | 21 |
|
|
2013
Q3 | $30.8M | Sell |
1,261,726
-2,861
| -0.2% | -$68.5K | 2.18% | 23 |
|
|
2013
Q2 | $29.7M | Buy |
+1,264,587
| New | +$33.2M | 2.13% | 21 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Private Management Group's JEF Position: Q1 2026 in Review
Private Management Group increased its Jefferies Financial Group (JEF) stake by 15% in Q1 2026, buying an estimated $5.09M and bringing the position to 756,059 shares worth $31.2M. The position accounts for 0.9% of the portfolio, ranked #37.
Private Management Group first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $62.5M in Q3 2021. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Private Management Group held 756,059 shares of Jefferies Financial Group worth $31.2M as of Q1 2026.
- Private Management Group bought 98,159 Jefferies Financial Group shares in Q1 2026, an estimated $5.09M.
- Jefferies Financial Group made up 0.9% of Private Management Group's portfolio in Q1 2026, its #37 holding.
- Private Management Group first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
- Private Management Group's Jefferies Financial Group position peaked at $62.5M in Q3 2021.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Private Management Group's 13F filing for Q1 2026, filed 8 May 2026.