Smartleaf Asset Management’s Jefferies Financial Group JEF Stock Holding History

Smartleaf Asset Management’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	$33.7K	Sell	849 -481	-36%	-$25K	﹤0.01%	1683
2025 Q4	$83.4K	Sell	1,330 -34	-2%	-$1.95K	﹤0.01%	1298
2025 Q3	$90.9K	Buy	1,364 +422	+45%	+$25.7K	0.01%	1126
2025 Q2	$52.5K	Buy	942 +13	+1%	+$644	﹤0.01%	1146
2025 Q1	$48.5K	Buy	929 +22	+2%	+$1.49K	﹤0.01%	1165
2024 Q4	$71.5K	Buy	907 +284	+46%	+$20.4K	0.01%	1007
2024 Q3	$38.1K	Buy	623 +207	+50%	+$11.7K	﹤0.01%	1015
2024 Q2	$20.4K	Buy	416 +358	+617%	+$16.1K	﹤0.01%	1030
2024 Q1	$2.67K	Buy	+58	New	+$2.42K	﹤0.01%	1410

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smartleaf Asset Management's JEF Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Jefferies Financial Group (JEF) stake by 36% in Q1 2026, selling an estimated $25K and leaving 849 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Smartleaf Asset Management first reported a position in JEF in Q1 2024 and has held it in 9 quarters since. The position peaked at $90.9K in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Smartleaf Asset Management held 849 shares of Jefferies Financial Group worth $33.7K as of Q1 2026.
Smartleaf Asset Management sold 481 Jefferies Financial Group shares in Q1 2026, an estimated $25K.
Jefferies Financial Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1683 holding.
Smartleaf Asset Management first reported a position in Jefferies Financial Group in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Jefferies Financial Group position peaked at $90.9K in Q3 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.