SFA
JEF icon

Sequoia Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

Sequoia Financial 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 		$7.13M Sell
172,670
-3,935
-2% -$204K 0.04% 262
2025
Q4 		$10.9M Buy
176,605
+5,618
+3% +$322K 0.06% 194
2025
Q3 		$11.2M Buy
170,987
+1,542
+0.9% +$94K 0.07% 183
2025
Q2 		$9.27M Buy
169,445
+20,728
+14% +$1.03M 0.06% 198
2025
Q1 		$7.97M Buy
148,717
+4,846
+3% +$329K 0.06% 217
2024
Q4 		$11.3M Buy
143,871
+23,864
+20% +$1.72M 0.11% 160
2024
Q3 		$7.39M Buy
120,007
+112,666
+1,535% +$6.39M 0.08% 177
2024
Q2 		$365K Buy
7,341
+15
+0.2% +$673 ﹤0.01% 812
2024
Q1 		$323K Sell
7,326
-870
-11% -$36.2K ﹤0.01% 828
2023
Q4 		$331K Buy
+8,196
New +$290K ﹤0.01% 884

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