Rockefeller Capital Management
JEF icon

Rockefeller Capital Management’s Jefferies Financial Group JEF Stock Holding History

Rockefeller Capital 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 		$196K Buy
4,737
+480
+11% +$24.9K ﹤0.01% 2512
2025
Q4 		$264K Buy
4,257
+1,541
+57% +$88.3K ﹤0.01% 2220
2025
Q3 		$178K Buy
+2,716
New +$166K ﹤0.01% 2287
2025
Q1 		– Sell
-38,338
Closed -$3.01M – 1704
2024
Q4 		$3.01M Sell
38,338
-217
-0.6% -$15.6K 0.01% 871
2024
Q3 		$2.37M Buy
38,555
+12,441
+48% +$706K 0.01% 939
2024
Q2 		$1.3M Buy
+26,114
New +$1.17M ﹤0.01% 1121
2023
Q1 		– Sell
-333
Closed -$10K – 2960
2022
Q4 		$10K Buy
333
+1
+0.3% +$33 ﹤0.01% 3076
2022
Q3 		$9K Sell
332
-44
-12% -$1.33K ﹤0.01% 3138
2022
Q2 		$9K Buy
376
+4
+1% +$118 ﹤0.01% 3173
2022
Q1 		$11K Buy
372
+31
+9% +$1.05K ﹤0.01% 2996
2021
Q4 		$12K Sell
341
-58
-15% -$2.23K ﹤0.01% 2890
2021
Q3 		$14K Buy
399
+58
+17% +$1.94K ﹤0.01% 2735
2021
Q2 		$11K Sell
341
-431
-56% -$13.1K ﹤0.01% 2741
2021
Q1 		$22K Sell
772
-99
-11% -$2.7K ﹤0.01% 2238
2020
Q4 		$20K Buy
871
+100
+13% +$2.1K ﹤0.01% 2012
2020
Q3 		$13K Buy
771
+51
+7% +$835 ﹤0.01% 1937
2020
Q2 		$11K Buy
720
+41
+6% +$549 ﹤0.01% 1862
2020
Q1 		$9K Buy
679
+339
+100% +$6.47K ﹤0.01% 1773
2019
Q4 		$7K Buy
340
+1
+0.3% +$19 ﹤0.01% 1704
2019
Q3 		$6K Buy
339
+262
+340% +$4.66K ﹤0.01% 1579
2019
Q2 		$1K Sell
77
-359
-82% -$6.16K ﹤0.01% 1597
2019
Q1 		$8K Buy
436
+268
+160% +$4.73K ﹤0.01% 1531
2018
Q4 		$3K Hold
168
– – ﹤0.01% 841
2018
Q3 		$3K Hold
168
– – ﹤0.01% 706
2018
Q2 		$3K Buy
+168
New +$3.52K ﹤0.01% 728

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

Rockefeller Capital Management's JEF Position: Q1 2026 in Review

Rockefeller Capital Management increased its Jefferies Financial Group (JEF) stake by 11% in Q1 2026, buying an estimated $24.9K and bringing the position to 4,737 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

Rockefeller Capital Management first reported a position in JEF in Q2 2018 and has held it in 25 quarters since. The position peaked at $3.01M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Rockefeller Capital Management held 4,737 shares of Jefferies Financial Group worth $196K as of Q1 2026.
  • Rockefeller Capital Management bought 480 Jefferies Financial Group shares in Q1 2026, an estimated $24.9K.
  • Jefferies Financial Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2512 holding.
  • Rockefeller Capital Management first reported a position in Jefferies Financial Group in Q2 2018 and has held it in 25 quarters since.
  • Rockefeller Capital Management's Jefferies Financial Group position peaked at $3.01M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

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