Simplex Trading’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130K | Buy |
+3,142
| New | +$163K | ﹤0.01% | 4785 |
|
|
2025
Q4 | – | Sell |
-17,777
| Closed | -$1.02M | – | 9301 |
|
|
2025
Q3 | $1.16M | Buy |
17,777
+16,867
| +1,854% | +$1.03M | ﹤0.01% | 2907 |
|
|
2025
Q2 | $49K | Sell |
910
-6,485
| -88% | -$321K | ﹤0.01% | 5934 |
|
|
2025
Q1 | $396K | Buy |
7,395
+998
| +16% | +$67.7K | ﹤0.01% | 3641 |
|
|
2024
Q4 | $501K | Buy |
6,397
+3,488
| +120% | +$251K | ﹤0.01% | 3536 |
|
|
2024
Q3 | $179K | Sell |
2,909
-21,364
| -88% | -$1.21M | ﹤0.01% | 4620 |
|
|
2024
Q2 | $1.21M | Buy |
24,273
+16,929
| +231% | +$760K | ﹤0.01% | 2728 |
|
|
2024
Q1 | $323K | Sell |
7,344
-27,291
| -79% | -$1.14M | ﹤0.01% | 4304 |
|
|
2023
Q4 | $1.4M | Buy |
34,635
+29,342
| +554% | +$1.04M | ﹤0.01% | 2682 |
|
|
2023
Q3 | $193K | Buy |
+5,293
| New | +$190K | ﹤0.01% | 4390 |
|
|
2023
Q2 | – | Sell |
-2,512
| Closed | -$78.4K | – | 9452 |
|
|
2023
Q1 | $79K | Buy |
+2,512
| New | +$90.8K | ﹤0.01% | 5423 |
|
|
2022
Q1 | – | Sell |
-9,081
| Closed | -$308K | – | 10903 |
|
|
2021
Q4 | $336K | Buy |
+9,081
| New | +$350K | ﹤0.01% | 4383 |
|
|
2021
Q2 | – | Sell |
-23,054
| Closed | -$703K | – | 10357 |
|
|
2021
Q1 | $663K | Buy |
+23,054
| New | +$629K | ﹤0.01% | 2945 |
|
|
2020
Q2 | – | Sell |
-20,740
| Closed | -$278K | – | 7965 |
|
|
2020
Q1 | $271K | Buy |
+20,740
| New | +$396K | ﹤0.01% | 3247 |
|
|
2019
Q4 | – | Sell |
-292
| Closed | -$5.52K | – | 7613 |
|
|
2019
Q3 | $5K | Sell |
292
-6,974
| -96% | -$124K | ﹤0.01% | 6606 |
|
|
2019
Q2 | $125K | Buy |
+7,266
| New | +$125K | ﹤0.01% | 3957 |
|
|
2018
Q4 | – | Sell |
-899
| Closed | -$16.5K | – | 7389 |
|
|
2018
Q3 | $17K | Buy |
+899
| New | +$18.7K | ﹤0.01% | 6081 |
|
|
2017
Q3 | – | Sell |
-20,795
| Closed | -$466K | – | 6232 |
|
|
2017
Q2 | $486K | Buy |
+20,795
| New | +$474K | 0.02% | 670 |
|
|
2016
Q4 | – | Sell |
-8,925
| Closed | -$167K | – | 6173 |
|
|
2016
Q3 | $152K | Buy |
8,925
+3,857
| +76% | +$63.9K | 0.01% | 1229 |
|
|
2016
Q2 | $78K | Buy |
+5,068
| New | +$77.4K | 0.01% | 1672 |
|
|
2016
Q1 | – | Sell |
-16,075
| Closed | -$226K | – | 5902 |
|
|
2015
Q4 | $250K | Buy |
16,075
+11,548
| +255% | +$193K | 0.02% | 738 |
|
|
2015
Q3 | $82K | Sell |
4,527
-758
| -14% | -$15.2K | 0.01% | 1567 |
|
|
2015
Q2 | $114K | Buy |
5,285
+2,011
| +61% | +$43K | 0.01% | 1133 |
|
|
2015
Q1 | $65K | Sell |
3,274
-6,456
| -66% | -$133K | 0.01% | 1378 |
|
|
2014
Q4 | $195K | Buy |
+9,730
| New | +$201K | 0.02% | 616 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Simplex Trading's JEF Position: Q1 2026 in Review
Simplex Trading opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 3,142 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #4785 among its holdings. This is a return to the name: Simplex Trading previously reported a position in JEF as recently as Q3 2025.
Simplex Trading first reported a position in JEF in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.4M in Q4 2023. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Simplex Trading held 3,142 shares of Jefferies Financial Group worth $130K as of Q1 2026.
- Jefferies Financial Group was a new Simplex Trading position in Q1 2026.
- Jefferies Financial Group made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4785 holding.
- Simplex Trading first reported a position in Jefferies Financial Group in Q4 2014 and has held it in 25 quarters since.
- Simplex Trading's Jefferies Financial Group position peaked at $1.4M in Q4 2023.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.