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Salomon & Ludwin’s Jefferies Financial Group JEF Stock Holding History

Salomon & Ludwin’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
-413
Closed -$26.6K – 2146
2025
Q4 		$26.6K Buy
413
+177
+75% +$10.1K ﹤0.01% 693
2025
Q3 		$14.7K Buy
+236
New +$14.4K ﹤0.01% 1027

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

Salomon & Ludwin's JEF Position: Q1 2026 in Review

Salomon & Ludwin sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 413 shares — an estimated $26.6K sold.

Salomon & Ludwin first reported a position in JEF in Q3 2025 and held it in 2 quarters. The position peaked at $26.6K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Salomon & Ludwin reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Salomon & Ludwin sold 413 Jefferies Financial Group shares in Q1 2026, an estimated $26.6K.
  • Salomon & Ludwin first reported a position in Jefferies Financial Group in Q3 2025 and held it in 2 quarters.
  • Salomon & Ludwin's Jefferies Financial Group position peaked at $26.6K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.