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

Private Wealth Management Group’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	-48	Closed	-$2.98K	–	1502
2025 Q4	$2.98K	Hold	48	–	–	﹤0.01%	948
2025 Q3	$3.14K	Hold	48	–	–	﹤0.01%	962
2025 Q2	$2.63K	Hold	48	–	–	﹤0.01%	992
2025 Q1	$2.57K	Hold	48	–	–	﹤0.01%	973
2024 Q4	$3.76K	Hold	48	–	–	﹤0.01%	860
2024 Q3	$2.96K	Hold	48	–	–	﹤0.01%	929
2024 Q2	$2.39K	Hold	48	–	–	﹤0.01%	986
2024 Q1	$2.12K	Hold	48	–	–	﹤0.01%	936
2023 Q4	$1.94K	Buy	+48	New	+$1.7K	﹤0.01%	994

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's JEF Position: Q1 2026 in Review

Private Wealth Management Group sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 48 shares — an estimated $2.98K sold.

Private Wealth Management Group first reported a position in JEF in Q4 2023 and held it in 9 quarters. The position peaked at $3.76K in Q4 2024. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Private Wealth Management Group reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 48 Jefferies Financial Group shares in Q1 2026, an estimated $2.98K.
Private Wealth Management Group first reported a position in Jefferies Financial Group in Q4 2023 and held it in 9 quarters.
Private Wealth Management Group's Jefferies Financial Group position peaked at $3.76K in Q4 2024.
560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.