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 		$2.22M Buy
53,800
+29,200
+119% +$1.52M ﹤0.01% 1740
2025
Q4 		$1.52M Sell
24,600
-2,400
-9% -$138K ﹤0.01% 2208
2025
Q3 		$1.77M Buy
27,000
+8,800
+48% +$537K ﹤0.01% 2448
2025
Q2 		$995K Sell
18,200
-43,000
-70% -$2.13M ﹤0.01% 2782
2025
Q1 		$3.28M Buy
61,200
+35,000
+134% +$2.38M ﹤0.01% 1593
2024
Q4 		$2.04M Sell
26,200
-42,100
-62% -$3.03M ﹤0.01% 2173
2024
Q3 		$4.19M Buy
68,300
+45,700
+202% +$2.59M ﹤0.01% 1632
2024
Q2 		$1.11M Sell
22,600
-4,500
-17% -$202K ﹤0.01% 2816
2024
Q1 		$1.19M Sell
27,100
-40,300
-60% -$1.68M ﹤0.01% 2935
2023
Q4 		$2.69M Buy
67,400
+49,200
+270% +$1.74M ﹤0.01% 2113
2023
Q3 		$635K Hold
18,200
– – ﹤0.01% 3149
2023
Q2 		$397K Sell
18,200
-18,400
-50% -$574K ﹤0.01% 3546
2023
Q1 		$962K Buy
36,600
+31,998
+695% +$1.16M ﹤0.01% 2624
2022
Q4 		$150K Sell
4,602
-1,569
-25% -$52.1K ﹤0.01% 4588
2022
Q3 		$174K Sell
6,171
-11,193
-64% -$339K ﹤0.01% 4787
2022
Q2 		$458K Buy
17,364
+10,460
+152% +$309K ﹤0.01% 3539
2022
Q1 		$216K Buy
6,904
+4,498
+187% +$153K ﹤0.01% 5049
2021
Q4 		$89K Sell
2,406
-67,781
-97% -$2.61M ﹤0.01% 6442
2021
Q3 		$2.27M Buy
70,187
+3,243
+5% +$109K ﹤0.01% 1987
2021
Q2 		$2.19M Buy
66,944
+66,463
+13,818% +$2.03M ﹤0.01% 2040
2021
Q1 		$1.38M Buy
481
+400
+494% +$10.9K ﹤0.01% 2046
2020
Q4 		$189K Buy
81
+41
+103% +$860 ﹤0.01% 4681
2020
Q3 		$68K Sell
40
-83
-67% -$1.36K ﹤0.01% 5306
2020
Q2 		$183K Sell
123
-1,070
-90% -$14.3K ﹤0.01% 4097
2020
Q1 		$1.56M Buy
1,193
+855
+253% +$16.3K ﹤0.01% 1489
2019
Q4 		$129K Buy
338
+35
+12% +$662 ﹤0.01% 4235
2019
Q3 		$21K Buy
303
+208
+219% +$3.7K ﹤0.01% 5774
2019
Q2 		$163K Sell
95
-14
-13% -$240 ﹤0.01% 3675
2019
Q1 		$184K Buy
109
+20
+22% +$353 ﹤0.01% 3710
2018
Q4 		$138K Buy
89
+6
+7% +$110 ﹤0.01% 3529
2018
Q3 		$162K Buy
83
+10
+14% +$208 ﹤0.01% 3890
2018
Q2 		$147K Buy
+73
New +$1.53K ﹤0.01% 3842
2018
Q1 		– Sell
-42
Closed -$1K – 6486
2017
Q4 		$1K Buy
42
+27
+180% +$623 ﹤0.01% 5537
2017
Q3 		$1K Sell
15
-19
-56% -$426 ﹤0.01% 5460
2017
Q2 		$3K Buy
34
+21
+162% +$478 ﹤0.01% 4963
2017
Q1 		$2K Buy
+13
New +$291 ﹤0.01% 5273
2016
Q4 		– Sell
-67
Closed -$2K – 6174
2016
Q3 		$2K Sell
67
-19
-22% -$315 ﹤0.01% 4961
2016
Q2 		$14K Buy
86
+57
+197% +$871 ﹤0.01% 3241
2016
Q1 		$13K Sell
29
-208
-88% -$2.93K ﹤0.01% 3213
2015
Q4 		$50K Buy
237
+115
+94% +$1.92K ﹤0.01% 1912
2015
Q3 		$16K Buy
122
+104
+578% +$2.09K ﹤0.01% 3008
2015
Q2 		$2K Sell
18
-12
-40% -$256 ﹤0.01% 4297
2015
Q1 		$10K Sell
30
-81
-73% -$1.67K ﹤0.01% 2951
2014
Q4 		$45K Buy
+111
New +$2.29K 0.01% 1450

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.