Simplex Trading
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Simplex Trading’s Jefferies Financial Group JEF Stock Holding History

Simplex Trading’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 		$2.07M Buy
50,100
+700
+1% +$36.3K ﹤0.01% 1787
2025
Q4 		$3.06M Buy
49,400
+8,500
+21% +$487K ﹤0.01% 1643
2025
Q3 		$2.67M Sell
40,900
-15,300
-27% -$933K ﹤0.01% 2029
2025
Q2 		$3.07M Buy
56,200
+32,500
+137% +$1.61M ﹤0.01% 1738
2025
Q1 		$1.27M Buy
23,700
+2,000
+9% +$136K ﹤0.01% 2468
2024
Q4 		$1.7M Sell
21,700
-20,500
-49% -$1.47M ﹤0.01% 2344
2024
Q3 		$2.6M Buy
42,200
+31,500
+294% +$1.79M ﹤0.01% 2052
2024
Q2 		$532K Sell
10,700
-100
-0.9% -$4.49K ﹤0.01% 3604
2024
Q1 		$476K Sell
10,800
-10,100
-48% -$421K ﹤0.01% 3911
2023
Q4 		$800K Sell
20,900
-1,900
-8% -$67.2K ﹤0.01% 3233
2023
Q3 		$795K Sell
22,800
-7,400
-25% -$265K ﹤0.01% 2903
2023
Q2 		$951K Buy
30,200
+22,300
+282% +$696K ﹤0.01% 2646
2023
Q1 		$198K Buy
7,900
+1,519
+24% +$54.9K ﹤0.01% 4331
2022
Q4 		$209K Sell
6,381
-19,455
-75% -$646K ﹤0.01% 4170
2022
Q3 		$728K Buy
25,836
+13,807
+115% +$418K ﹤0.01% 3027
2022
Q2 		$317K Sell
12,029
-19,560
-62% -$578K ﹤0.01% 4034
2022
Q1 		$992K Buy
31,589
+20,920
+196% +$710K ﹤0.01% 2935
2021
Q4 		$395K Sell
10,669
-79,182
-88% -$3.05M ﹤0.01% 4143
2021
Q3 		$2.91M Buy
89,851
+1,150
+1% +$38.5K ﹤0.01% 1709
2021
Q2 		$2.9M Buy
88,701
+88,361
+25,989% +$2.7M ﹤0.01% 1712
2021
Q1 		$978K Sell
340
-160
-32% -$4.36K ﹤0.01% 2421
2020
Q4 		$1.18M Buy
500
+204
+69% +$4.28K ﹤0.01% 2351
2020
Q3 		$509K Sell
296
-684
-70% -$11.2K ﹤0.01% 2975
2020
Q2 		$1.46M Buy
980
+587
+149% +$7.86K ﹤0.01% 1777
2020
Q1 		$513K Sell
393
-577
-59% -$11K ﹤0.01% 2553
2019
Q4 		$1.86M Buy
970
+847
+689% +$16K ﹤0.01% 1544
2019
Q3 		$17K Buy
123
+12
+11% +$214 ﹤0.01% 5922
2019
Q2 		$190K Sell
111
-296
-73% -$5.08K ﹤0.01% 3512
2019
Q1 		$683K Buy
407
+322
+379% +$5.68K ﹤0.01% 2330
2018
Q4 		$131K Buy
85
+25
+42% +$458 ﹤0.01% 3580
2018
Q3 		$118K Sell
60
-77
-56% -$1.6K ﹤0.01% 4257
2018
Q2 		$279K Sell
137
-185
-57% -$3.88K ﹤0.01% 3098
2018
Q1 		$23K Buy
322
+206
+178% +$4.67K ﹤0.01% 3223
2017
Q4 		$11K Sell
116
-39
-25% -$899 ﹤0.01% 3812
2017
Q3 		$23K Buy
155
+119
+331% +$2.67K ﹤0.01% 3023
2017
Q2 		$1K Sell
36
-233
-87% -$5.31K ﹤0.01% 5630
2017
Q1 		$5K Buy
269
+230
+590% +$5.14K ﹤0.01% 4582
2016
Q4 		$2K Sell
39
-69
-64% -$1.29K ﹤0.01% 5055
2016
Q3 		$12K Buy
108
+80
+286% +$1.32K ﹤0.01% 3452
2016
Q2 		$2K Buy
28
+11
+65% +$168 ﹤0.01% 4944
2016
Q1 		$1K Buy
+17
New +$239 ﹤0.01% 5128
2015
Q4 		– Sell
-30
Closed -$1K – 5746
2015
Q3 		$1K Buy
30
+4
+15% +$80 ﹤0.01% 5043
2015
Q2 		$2K Buy
+26
New +$555 ﹤0.01% 4296
2015
Q1 		– Sell
-16
Closed -$2K – 5241
2014
Q4 		$2K Buy
+16
New +$330 ﹤0.01% 3747

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

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.