Summit Financial’s Jefferies Financial Group JEF Stock Holding History

Summit Financial’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	$888K	Sell	21,515 -596	-3%	-$30.9K	0.01%	815
2025 Q4	$1.37M	Sell	22,111 -196	-0.9%	-$11.2K	0.02%	572
2025 Q3	$1.46M	Buy	22,307 +142	+0.6%	+$8.66K	0.02%	552
2025 Q2	$1.21M	Buy	22,165 +386	+2%	+$19.1K	0.03%	379
2025 Q1	$1.17M	Buy	21,779 +72	+0.3%	+$4.89K	0.03%	343
2024 Q4	$1.7M	Buy	21,707 +104	+0.5%	+$7.48K	0.06%	238
2024 Q3	$1.33M	Buy	21,603 +45	+0.2%	+$2.55K	0.05%	221
2024 Q2	$1.07M	Buy	+21,558	New	+$968K	0.05%	215

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

Summit Financial's JEF Position: Q1 2026 in Review

Summit Financial reduced its Jefferies Financial Group (JEF) stake by 2.7% in Q1 2026, selling an estimated $30.9K and leaving 21,515 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #815.

Summit Financial first reported a position in JEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Summit Financial held 21,515 shares of Jefferies Financial Group worth $888K as of Q1 2026.
Summit Financial sold 596 Jefferies Financial Group shares in Q1 2026, an estimated $30.9K.
Jefferies Financial Group made up 0.01% of Summit Financial's portfolio in Q1 2026, its #815 holding.
Summit Financial first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 8 quarters since.
Summit Financial's Jefferies Financial Group position peaked at $1.7M in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.