Sanctuary Advisors’s Jefferies Financial Group JEF Stock Holding History

Sanctuary Advisors’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	-13,098	Closed	-$812K	–	2579
2025 Q4	$812K	Sell	13,098 -6,148	-32%	-$352K	﹤0.01%	1440
2025 Q3	$1.26M	Buy	19,246 +1,135	+6%	+$69.2K	0.01%	1153
2025 Q2	$990K	Sell	18,111 -440	-2%	-$21.8K	0.01%	1223
2025 Q1	$994K	Sell	18,551 -12,854	-41%	-$872K	0.01%	1133
2024 Q4	$2.42M	Buy	31,405 +1,914	+6%	+$138K	0.02%	776
2024 Q3	$2.32M	Buy	29,491 +5,065	+21%	+$287K	0.01%	794
2024 Q2	$1.06M	Buy	+24,426	New	+$1.1M	0.01%	1164

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

Sanctuary Advisors's JEF Position: Q1 2026 in Review

Sanctuary Advisors sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 13,098 shares — an estimated $812K sold.

Sanctuary Advisors first reported a position in JEF in Q2 2024 and held it in 7 quarters. The position peaked at $2.42M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Sanctuary Advisors reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Sanctuary Advisors sold 13,098 Jefferies Financial Group shares in Q1 2026, an estimated $812K.
Sanctuary Advisors first reported a position in Jefferies Financial Group in Q2 2024 and held it in 7 quarters.
Sanctuary Advisors's Jefferies Financial Group position peaked at $2.42M in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.