Raymond James Financial
JEF icon

Raymond James Financial’s Jefferies Financial Group JEF Stock Holding History

Raymond James Financial’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 		$4.08M Buy
98,966
+26,328
+36% +$1.37M ﹤0.01% 2754
2025
Q4 		$4.5M Sell
72,638
-194,757
-73% -$11.2M ﹤0.01% 2597
2025
Q3 		$17.5M Sell
267,395
-26,224
-9% -$1.6M 0.01% 1501
2025
Q2 		$16.1M Buy
293,619
+8,547
+3% +$423K 0.01% 1526
2025
Q1 		$15.3M Sell
285,072
-162,918
-36% -$11.1M 0.01% 1507
2024
Q4 		$35.1M Buy
+447,990
New +$32.2M 0.01% 931

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

Raymond James Financial's JEF Position: Q1 2026 in Review

Raymond James Financial increased its Jefferies Financial Group (JEF) stake by 36% in Q1 2026, buying an estimated $1.37M and bringing the position to 98,966 shares worth $4.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2754.

Raymond James Financial first reported a position in JEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.1M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Raymond James Financial held 98,966 shares of Jefferies Financial Group worth $4.08M as of Q1 2026.
  • Raymond James Financial bought 26,328 Jefferies Financial Group shares in Q1 2026, an estimated $1.37M.
  • Jefferies Financial Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2754 holding.
  • Raymond James Financial first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Jefferies Financial Group position peaked at $35.1M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.