Sterling Capital Management’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 | $171K | Sell |
4,150
-2,963
| -42% | -$154K | ﹤0.01% | 1235 |
|
|
2025
Q4 | $441K | Sell |
7,113
-98
| -1% | -$5.62K | 0.01% | 999 |
|
|
2025
Q3 | $472K | Sell |
7,211
-548
| -7% | -$33.4K | 0.01% | 956 |
|
|
2025
Q2 | $424K | Buy |
7,759
+631
| +9% | +$31.2K | 0.01% | 997 |
|
|
2025
Q1 | $382K | Sell |
7,128
-1,095
| -13% | -$74.3K | 0.01% | 972 |
|
|
2024
Q4 | $645K | Buy |
8,223
+2,590
| +46% | +$186K | 0.01% | 777 |
|
|
2024
Q3 | $347K | Buy |
+5,633
| New | +$320K | ﹤0.01% | 1070 |
|
|
2019
Q3 | $76.9M | Sell |
4,373,367
-1,043,822
| -19% | -$18.6M | 0.73% | 42 |
|
|
2019
Q2 | $93.3M | Buy |
5,417,189
+163,947
| +3% | +$2.81M | 0.9% | 21 |
|
|
2019
Q1 | $88.4M | Buy |
5,253,242
+71,182
| +1% | +$1.26M | 0.87% | 25 |
|
|
2018
Q4 | $80.5M | Buy |
5,182,060
+306,135
| +6% | +$5.61M | 0.87% | 26 |
|
|
2018
Q3 | $95.8M | Sell |
4,875,925
-18,841
| -0.4% | -$393K | 0.86% | 24 |
|
|
2018
Q2 | $99.6M | Sell |
4,894,766
-103,974
| -2% | -$2.18M | 0.93% | 22 |
|
|
2018
Q1 | $102M | Sell |
4,998,740
-45,960
| -0.9% | -$1.04M | 0.96% | 18 |
|
|
2017
Q4 | $120M | Sell |
5,044,700
-8,713
| -0.2% | -$201K | 1.08% | 14 |
|
|
2017
Q3 | $114M | Sell |
5,053,413
-9,026
| -0.2% | -$202K | 1.08% | 12 |
|
|
2017
Q2 | $119M | Sell |
5,062,439
-189,884
| -4% | -$4.33M | 1.14% | 10 |
|
|
2017
Q1 | $122M | Sell |
5,252,323
-1,110,755
| -17% | -$24.8M | 1.15% | 10 |
|
|
2016
Q4 | $132M | Sell |
6,363,078
-1,210,321
| -16% | -$22.6M | 1.2% | 9 |
|
|
2016
Q3 | $129M | Sell |
7,573,399
-391,511
| -5% | -$6.49M | 1.19% | 10 |
|
|
2016
Q2 | $124M | Sell |
7,964,910
-555,330
| -7% | -$8.48M | 1.13% | 9 |
|
|
2016
Q1 | $123M | Buy |
8,520,240
+205,607
| +2% | +$2.89M | 1.12% | 8 |
|
|
2015
Q4 | $129M | Buy |
8,314,633
+1,713,834
| +26% | +$28.7M | 1.15% | 11 |
|
|
2015
Q3 | $120M | Sell |
6,600,799
-352,928
| -5% | -$7.09M | 1.07% | 10 |
|
|
2015
Q2 | $151M | Sell |
6,953,727
-252,280
| -4% | -$5.39M | 1.36% | 5 |
|
|
2015
Q1 | $144M | Buy |
7,206,007
+723,747
| +11% | +$15M | 1.29% | 13 |
|
|
2014
Q4 | $130M | Buy |
6,482,260
+683,902
| +12% | +$14.1M | 1.13% | 21 |
|
|
2014
Q3 | $124M | Sell |
5,798,358
-109,358
| -2% | -$2.46M | 1.5% | 7 |
|
|
2014
Q2 | $139M | Buy |
5,907,716
+346,266
| +6% | +$8.04M | 1.2% | 19 |
|
|
2014
Q1 | $139M | Buy |
5,561,450
+570,973
| +11% | +$14.1M | 1.19% | 17 |
|
|
2013
Q4 | $127M | Buy |
4,990,477
+544,783
| +12% | +$13.8M | 1.16% | 19 |
|
|
2013
Q3 | $108M | Buy |
4,445,694
+133,782
| +3% | +$3.2M | 1.27% | 20 |
|
|
2013
Q2 | $101M | Buy |
+4,311,912
| New | +$113M | 1.24% | 25 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Sterling Capital Management's JEF Position: Q1 2026 in Review
Sterling Capital Management reduced its Jefferies Financial Group (JEF) stake by 42% in Q1 2026, selling an estimated $154K and leaving 4,150 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.
Sterling Capital Management first reported a position in JEF in Q2 2013 and has held it in 33 quarters since. The position peaked at $151M in Q2 2015. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Sterling Capital Management held 4,150 shares of Jefferies Financial Group worth $171K as of Q1 2026.
- Sterling Capital Management sold 2,963 Jefferies Financial Group shares in Q1 2026, an estimated $154K.
- Jefferies Financial Group made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #1235 holding.
- Sterling Capital Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 33 quarters since.
- Sterling Capital Management's Jefferies Financial Group position peaked at $151M in Q2 2015.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.