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Ross\Johnson & Associates’s Jefferies Financial Group JEF Stock Holding History

Ross\Johnson & Associates’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 		$83 Hold
2
– – ﹤0.01% 204
2025
Q4 		$124 Hold
2
– – ﹤0.01% 285
2025
Q3 		$131 Hold
2
– – ﹤0.01% 194
2025
Q2 		$109 Hold
2
– – ﹤0.01% 196
2025
Q1 		$107 Buy
+2
New +$136 ﹤0.01% 341

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

Ross\Johnson & Associates's JEF Position: Q1 2026 in Review

Ross\Johnson & Associates held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 2 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Ross\Johnson & Associates first reported a position in JEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $131 in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Ross\Johnson & Associates held 2 shares of Jefferies Financial Group worth $83 as of Q1 2026.
  • Ross\Johnson & Associates left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #204 holding.
  • Ross\Johnson & Associates first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 5 quarters since.
  • Ross\Johnson & Associates's Jefferies Financial Group position peaked at $131 in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.