Safeguard Investment Advisory Group’s Jefferies Financial Group JEF Stock Holding History

Safeguard Investment Advisory Group’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	$1.63M	Hold	39,437	–	–	0.45%	24
2025 Q4	$2.44M	Hold	39,437	–	–	0.63%	21
2025 Q3	$2.58M	Hold	39,437	–	–	0.64%	20
2025 Q2	$2.16M	Hold	39,437	–	–	0.54%	19
2025 Q1	$2.11M	Hold	39,437	–	–	0.57%	19
2024 Q4	$3.09M	Hold	39,437	–	–	0.85%	16
2024 Q3	$2.43M	Hold	39,437	–	–	0.69%	16
2024 Q2	$1.96M	Hold	39,437	–	–	0.61%	17
2024 Q1	$1.74M	Hold	39,437	–	–	0.59%	19
2023 Q4	$1.59M	Hold	39,437	–	–	0.6%	22
2023 Q3	$1.44M	Hold	39,437	–	–	0.63%	22
2023 Q2	$1.31M	Hold	39,437	–	–	0.56%	27
2023 Q1	$1.25M	Sell	39,437 -1,814	-4%	-$65.5K	0.6%	29
2022 Q4	$1.35M	Hold	41,251	–	–	0.83%	28
2022 Q3	$1.16M	Hold	41,251	–	–	0.8%	28
2022 Q2	$1.29M	Hold	41,251	–	–	0.8%	27
2022 Q1	$1.29M	Buy	41,251 +7,555	+22%	+$257K	0.88%	22
2021 Q4	$1.25M	Sell	33,696 -11,812	-26%	-$455K	0.73%	29
2021 Q3	$1.61M	Buy	45,508 +2,734	+6%	+$91.5K	1.04%	24
2021 Q2	$1.4M	Sell	42,774 -6,722	-14%	-$205K	1%	22
2021 Q1	$1.42M	Buy	49,496 +13,932	+39%	+$380K	1.27%	18
2020 Q4	$836K	Buy	+35,564	New	+$746K	0.74%	25

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Safeguard Investment Advisory Group's JEF Position: Q1 2026 in Review

Safeguard Investment Advisory Group held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 39,437 shares worth $1.63M. The position accounts for 0.45% of the portfolio, ranked #24.

Safeguard Investment Advisory Group first reported a position in JEF in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.09M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Safeguard Investment Advisory Group held 39,437 shares of Jefferies Financial Group worth $1.63M as of Q1 2026.
Safeguard Investment Advisory Group left its Jefferies Financial Group share count unchanged in Q1 2026.
Jefferies Financial Group made up 0.45% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #24 holding.
Safeguard Investment Advisory Group first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 22 quarters since.
Safeguard Investment Advisory Group's Jefferies Financial Group position peaked at $3.09M in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.