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SHP Wealth Management’s Jefferies Financial Group JEF Stock Holding History

SHP Wealth Management’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 		$908 Sell
22
-27
-55% -$1.4K ﹤0.01% 1475
2025
Q4 		$3.04K Buy
+49
New +$2.81K ﹤0.01% 1064

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's JEF Position: Q1 2026 in Review

SHP Wealth Management reduced its Jefferies Financial Group (JEF) stake by 55% in Q1 2026, selling an estimated $1.4K and leaving 22 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

SHP Wealth Management first reported a position in JEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.04K in Q4 2025. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • SHP Wealth Management held 22 shares of Jefferies Financial Group worth $908 as of Q1 2026.
  • SHP Wealth Management sold 27 Jefferies Financial Group shares in Q1 2026, an estimated $1.4K.
  • Jefferies Financial Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1475 holding.
  • SHP Wealth Management first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Jefferies Financial Group position peaked at $3.04K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.