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Strategic Wealth Partners’s Jefferies Financial Group JEF Stock Holding History

Strategic Wealth Partners’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 		$806K Sell
19,540
-260,269
-93% -$13.5M 0.06% 166
2025
Q4 		$17.3M Buy
279,809
+83,419
+42% +$4.78M 1.19% 17
2025
Q3 		$12.8M Buy
+196,390
New +$12M 0.96% 26

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

Strategic Wealth Partners's JEF Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Jefferies Financial Group (JEF) stake by 93% in Q1 2026, selling an estimated $13.5M and leaving 19,540 shares worth $806K. The position accounts for 0.06% of the portfolio, ranked #166.

Strategic Wealth Partners first reported a position in JEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.3M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Strategic Wealth Partners held 19,540 shares of Jefferies Financial Group worth $806K as of Q1 2026.
  • Strategic Wealth Partners sold 260,269 Jefferies Financial Group shares in Q1 2026, an estimated $13.5M.
  • Jefferies Financial Group made up 0.06% of Strategic Wealth Partners's portfolio in Q1 2026, its #166 holding.
  • Strategic Wealth Partners first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Jefferies Financial Group position peaked at $17.3M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.