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Simmons Bank’s Jefferies Financial Group JEF Stock Holding History

Simmons Bank’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
-11,178
Closed -$693K – 348
2025
Q4 		$693K Buy
11,178
+1,643
+17% +$94.2K 0.05% 213
2025
Q3 		$624K Sell
9,535
-337
-3% -$20.6K 0.04% 219
2025
Q2 		$540K Buy
9,872
+902
+10% +$44.7K 0.04% 231
2025
Q1 		$481K Buy
8,970
+302
+3% +$20.5K 0.04% 238
2024
Q4 		$680K Buy
8,668
+351
+4% +$25.3K 0.05% 205
2024
Q3 		$512K Buy
8,317
+1,890
+29% +$107K 0.04% 236
2024
Q2 		$320K Sell
6,427
-473
-7% -$21.2K 0.02% 280
2024
Q1 		$304K Buy
6,900
+1,322
+24% +$55.1K 0.02% 291
2023
Q4 		$225K Buy
+5,578
New +$197K 0.02% 309

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

Simmons Bank's JEF Position: Q1 2026 in Review

Simmons Bank sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 11,178 shares — an estimated $693K sold.

Simmons Bank first reported a position in JEF in Q4 2023 and held it in 9 quarters. The position peaked at $693K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Simmons Bank reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Simmons Bank sold 11,178 Jefferies Financial Group shares in Q1 2026, an estimated $693K.
  • Simmons Bank first reported a position in Jefferies Financial Group in Q4 2023 and held it in 9 quarters.
  • Simmons Bank's Jefferies Financial Group position peaked at $693K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.