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SignatureFD’s Jefferies Financial Group JEF Stock Holding History

SignatureFD’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 		$158K Sell
3,834
-1,155
-23% -$59.9K ﹤0.01% 1120
2025
Q4 		$309K Buy
4,989
+125
+3% +$7.17K ﹤0.01% 777
2025
Q3 		$318K Buy
4,864
+22
+0.5% +$1.34K 0.01% 747
2025
Q2 		$265K Buy
4,842
+26
+0.5% +$1.29K ﹤0.01% 781
2025
Q1 		$258K Buy
4,816
+76
+2% +$5.16K ﹤0.01% 775
2024
Q4 		$372K Sell
4,740
-252
-5% -$18.1K 0.01% 628
2024
Q3 		$307K Sell
4,992
-36
-0.7% -$2.04K 0.01% 688
2024
Q2 		$250K Buy
5,028
+18
+0.4% +$808 0.01% 728
2024
Q1 		$221K Buy
5,010
+17
+0.3% +$708 ﹤0.01% 791
2023
Q4 		$202K Sell
4,993
-170
-3% -$6.01K ﹤0.01% 789
2023
Q3 		$189K Buy
5,163
+377
+8% +$13.5K ﹤0.01% 772
2023
Q2 		$159K Buy
4,786
+166
+4% +$5.18K ﹤0.01% 840
2023
Q1 		$147K Sell
4,620
-126
-3% -$4.55K ﹤0.01% 852
2022
Q4 		$156K Buy
4,746
+145
+3% +$4.82K ﹤0.01% 802
2022
Q3 		$130K Buy
4,601
+491
+12% +$14.9K ﹤0.01% 836
2022
Q2 		$109K Buy
4,110
+1,357
+49% +$40.1K ﹤0.01% 941
2022
Q1 		$86K Buy
2,753
+533
+24% +$18.1K ﹤0.01% 1105
2021
Q4 		$82K Sell
2,220
-1
-0% -$39 ﹤0.01% 1112
2021
Q3 		$79K Sell
2,221
-14
-0.6% -$468 ﹤0.01% 1090
2021
Q2 		$73K Buy
2,235
+22
+1% +$671 ﹤0.01% 1098
2021
Q1 		$64K Buy
2,213
+12
+0.5% +$327 ﹤0.01% 1061
2020
Q4 		$52K Buy
2,201
+14
+0.6% +$294 ﹤0.01% 1057
2020
Q3 		$38K Buy
2,187
+186
+9% +$3.04K ﹤0.01% 1096
2020
Q2 		$30K Sell
2,001
-2,488
-55% -$33.3K ﹤0.01% 1157
2020
Q1 		$59K Buy
4,489
+1,363
+44% +$26K 0.01% 834
2019
Q4 		$64K Hold
3,126
– – ﹤0.01% 882
2019
Q3 		$55K Sell
3,126
-614
-16% -$10.9K ﹤0.01% 884
2019
Q2 		$64K Sell
3,740
-402
-10% -$6.9K 0.01% 808
2019
Q1 		$70K Buy
4,142
+337
+9% +$5.95K 0.01% 763
2018
Q4 		$59K Buy
3,805
+1,899
+100% +$34.8K 0.01% 780
2018
Q3 		$37K Buy
1,906
+1,058
+125% +$22.1K ﹤0.01% 979
2018
Q2 		$17K Buy
848
+199
+31% +$4.17K ﹤0.01% 1216
2018
Q1 		$13K Buy
+649
New +$14.7K ﹤0.01% 1168
2016
Q4 		– Sell
-221
Closed -$4K – 733
2016
Q3 		$4K Buy
221
+117
+113% +$1.94K ﹤0.01% 1294
2016
Q2 		$2K Hold
104
– – ﹤0.01% 1237
2016
Q1 		$2K Sell
104
-77
-43% -$1.08K ﹤0.01% 1164
2015
Q4 		$3K Buy
181
+58
+47% +$970 ﹤0.01% 1010
2015
Q3 		$2K Sell
123
-26
-17% -$522 ﹤0.01% 1027
2015
Q2 		$3K Buy
149
+43
+41% +$918 ﹤0.01% 832
2015
Q1 		$2K Buy
+106
New +$2.19K ﹤0.01% 806
2014
Q3 		– Sell
-112
Closed -$3K – 812
2014
Q2 		$3K Buy
+112
New +$2.6K ﹤0.01% 661

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

SignatureFD's JEF Position: Q1 2026 in Review

SignatureFD reduced its Jefferies Financial Group (JEF) stake by 23% in Q1 2026, selling an estimated $59.9K and leaving 3,834 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

SignatureFD first reported a position in JEF in Q2 2014 and has held it in 41 quarters since. The position peaked at $372K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • SignatureFD held 3,834 shares of Jefferies Financial Group worth $158K as of Q1 2026.
  • SignatureFD sold 1,155 Jefferies Financial Group shares in Q1 2026, an estimated $59.9K.
  • Jefferies Financial Group made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1120 holding.
  • SignatureFD first reported a position in Jefferies Financial Group in Q2 2014 and has held it in 41 quarters since.
  • SignatureFD's Jefferies Financial Group position peaked at $372K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.