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

Ritholtz 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 		– Sell
-5,221
Closed -$324K – 1239
2025
Q4 		$324K Buy
5,221
+1,972
+61% +$113K 0.01% 856
2025
Q3 		$213K Sell
3,249
-1,330
-29% -$81.1K ﹤0.01% 957
2025
Q2 		$250K Buy
4,579
+89
+2% +$4.41K 0.01% 852
2025
Q1 		$241K Sell
4,490
-19
-0.4% -$1.29K 0.01% 808
2024
Q4 		$354K Buy
4,509
+794
+21% +$57.1K 0.01% 661
2024
Q3 		$229K Buy
+3,715
New +$211K 0.01% 775

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

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

Ritholtz Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 5,221 shares — an estimated $324K sold.

Ritholtz Wealth Management first reported a position in JEF in Q3 2024 and held it in 6 quarters. The position peaked at $354K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 5,221 Jefferies Financial Group shares in Q1 2026, an estimated $324K.
  • Ritholtz Wealth Management first reported a position in Jefferies Financial Group in Q3 2024 and held it in 6 quarters.
  • Ritholtz Wealth Management's Jefferies Financial Group position peaked at $354K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.