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Steward Partners Investment Advisory’s Jefferies Financial Group JEF Stock Holding History

Steward Partners Investment Advisory’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 		$242K Buy
5,859
+3,337
+132% +$173K ﹤0.01% 1924
2025
Q4 		$156K Sell
2,522
-224
-8% -$12.8K ﹤0.01% 2057
2025
Q3 		$180K Sell
2,746
-585
-18% -$35.7K ﹤0.01% 1923
2025
Q2 		$182K Buy
3,331
+309
+10% +$15.3K ﹤0.01% 1805
2025
Q1 		$162K Sell
3,022
-153
-5% -$10.4K ﹤0.01% 1748
2024
Q4 		$249K Buy
3,175
+375
+13% +$27K ﹤0.01% 1498
2024
Q3 		$172K Buy
2,800
+1,188
+74% +$67.4K ﹤0.01% 1601
2024
Q2 		$80.2K Sell
1,612
-137
-8% -$6.15K ﹤0.01% 1885
2024
Q1 		$77.1K Buy
1,749
+249
+17% +$10.4K ﹤0.01% 1886
2023
Q4 		$60.6K Hold
1,500
– – ﹤0.01% 1899
2023
Q3 		$54.9K Hold
1,500
– – ﹤0.01% 1866
2023
Q2 		$49.8K Hold
1,500
– – ﹤0.01% 1893
2023
Q1 		$47.6K Sell
1,500
-69
-4% -$2.49K ﹤0.01% 1877
2022
Q4 		$51.4K Hold
1,569
– – ﹤0.01% 1827
2022
Q3 		$44K Hold
1,569
– – ﹤0.01% 1850
2022
Q2 		$41K Hold
1,569
– – ﹤0.01% 1895
2022
Q1 		$49K Hold
1,569
– – ﹤0.01% 1926
2021
Q4 		$58K Hold
1,569
– – ﹤0.01% 1836
2021
Q3 		$56K Hold
1,569
– – ﹤0.01% 1831
2021
Q2 		$51K Sell
1,569
-105
-6% -$3.2K ﹤0.01% 3349
2021
Q1 		$48.2K Buy
1,674
+105
+7% +$2.86K ﹤0.01% 2005
2020
Q4 		$37K Hold
1,569
– – ﹤0.01% 1811
2020
Q3 		$27K Buy
+1,569
New +$25.7K ﹤0.01% 1774
2020
Q1 		– Sell
-2
Closed – – 2602
2019
Q4 		$0 Sell
2
-1
-33% -$19 ﹤0.01% 2665
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2689
2019
Q2 		$0 Buy
+3
New +$51 ﹤0.01% 2649

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

Steward Partners Investment Advisory's JEF Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Jefferies Financial Group (JEF) stake by 132% in Q1 2026, buying an estimated $173K and bringing the position to 5,859 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Steward Partners Investment Advisory first reported a position in JEF in Q2 2019 and has held it in 26 quarters since. The position peaked at $249K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Steward Partners Investment Advisory held 5,859 shares of Jefferies Financial Group worth $242K as of Q1 2026.
  • Steward Partners Investment Advisory bought 3,337 Jefferies Financial Group shares in Q1 2026, an estimated $173K.
  • Jefferies Financial Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1924 holding.
  • Steward Partners Investment Advisory first reported a position in Jefferies Financial Group in Q2 2019 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's Jefferies Financial Group position peaked at $249K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.