PAIM
JEF icon

Punch & Associates Investment Management’s Jefferies Financial Group JEF Stock Holding History

Punch & Associates Investment 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
-3,685
Closed -$228K – 172
2025
Q4 		$228K Sell
3,685
-1,810
-33% -$104K 0.01% 143
2025
Q3 		$359K Buy
5,495
+220
+4% +$13.4K 0.02% 143
2025
Q2 		$288K Buy
+5,275
New +$261K 0.02% 146

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

Punch & Associates Investment Management's JEF Position: Q1 2026 in Review

Punch & Associates Investment Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 3,685 shares — an estimated $228K sold.

Punch & Associates Investment Management first reported a position in JEF in Q2 2025 and held it in 3 quarters. The position peaked at $359K in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Punch & Associates Investment Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Punch & Associates Investment Management sold 3,685 Jefferies Financial Group shares in Q1 2026, an estimated $228K.
  • Punch & Associates Investment Management first reported a position in Jefferies Financial Group in Q2 2025 and held it in 3 quarters.
  • Punch & Associates Investment Management's Jefferies Financial Group position peaked at $359K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.