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

Rialto Wealth 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 		$413 Sell
10
-17
-63% -$882 ﹤0.01% 1459
2025
Q4 		$1.67K Buy
27
+2
+8% +$115 ﹤0.01% 805
2025
Q3 		$1.64K Buy
25
+4
+19% +$244 ﹤0.01% 729
2025
Q2 		$1.15K Buy
21
+4
+24% +$198 ﹤0.01% 798
2025
Q1 		$911 Buy
+17
New +$1.15K ﹤0.01% 682

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

Rialto Wealth Management's JEF Position: Q1 2026 in Review

Rialto Wealth Management reduced its Jefferies Financial Group (JEF) stake by 63% in Q1 2026, selling an estimated $882 and leaving 10 shares worth $413. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Rialto Wealth Management first reported a position in JEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.67K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Rialto Wealth Management held 10 shares of Jefferies Financial Group worth $413 as of Q1 2026.
  • Rialto Wealth Management sold 17 Jefferies Financial Group shares in Q1 2026, an estimated $882.
  • Jefferies Financial Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1459 holding.
  • Rialto Wealth Management first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Jefferies Financial Group position peaked at $1.67K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.