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Purpose Unlimited Inc’s Jefferies Financial Group JEF Stock Holding History

Purpose Unlimited Inc’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 		$35.1K Hold
850
– – ﹤0.01% 336
2025
Q4 		$52.7K Buy
+850
New +$48.7K ﹤0.01% 238

Other funds holding JEF

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

Purpose Unlimited Inc's JEF Position: Q1 2026 in Review

Purpose Unlimited Inc held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 850 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Purpose Unlimited Inc first reported a position in JEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $52.7K in Q4 2025. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Purpose Unlimited Inc held 850 shares of Jefferies Financial Group worth $35.1K as of Q1 2026.
  • Purpose Unlimited Inc left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #336 holding.
  • Purpose Unlimited Inc first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Jefferies Financial Group position peaked at $52.7K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.