Segall Bryant & Hamill’s Jefferies Financial Group JEF Stock Holding History

Segall Bryant & Hamill’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	$1.2M	Sell	29,064 -4,000	-12%	-$208K	0.02%	487
2025 Q4	$2.05M	Sell	33,064 -8,000	-19%	-$459K	0.03%	432
2025 Q3	$2.69M	Sell	41,064 -5,000	-11%	-$305K	0.04%	383
2025 Q2	$2.52M	Sell	46,064 -6,000	-12%	-$297K	0.04%	399
2025 Q1	$2.79M	Hold	52,064	–	–	0.04%	387
2024 Q4	$4.08M	Sell	52,064 -2,000	-4%	-$144K	0.06%	363
2024 Q3	$3.33M	Buy	+54,064	New	+$3.07M	0.05%	384

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

Segall Bryant & Hamill's JEF Position: Q1 2026 in Review

Segall Bryant & Hamill reduced its Jefferies Financial Group (JEF) stake by 12% in Q1 2026, selling an estimated $208K and leaving 29,064 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #487.

Segall Bryant & Hamill first reported a position in JEF in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.08M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Segall Bryant & Hamill held 29,064 shares of Jefferies Financial Group worth $1.2M as of Q1 2026.
Segall Bryant & Hamill sold 4,000 Jefferies Financial Group shares in Q1 2026, an estimated $208K.
Jefferies Financial Group made up 0.02% of Segall Bryant & Hamill's portfolio in Q1 2026, its #487 holding.
Segall Bryant & Hamill first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 7 quarters since.
Segall Bryant & Hamill's Jefferies Financial Group position peaked at $4.08M in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.