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Summit Securities Group’s Jefferies Financial Group JEF Stock Holding History

Summit Securities Group’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 		– Sell
-285
Closed -$17.7K – 1219
2025
Q4 		$17.7K Buy
+285
New +$16.3K ﹤0.01% 818
2024
Q4 		– Sell
-1
Closed – – 772
2024
Q3 		$0 Buy
+1
New +$57 ﹤0.01% 722
2023
Q1 		– Sell
-105
Closed -$3K – 1056
2022
Q4 		$3K Sell
105
-418
-80% -$13.9K ﹤0.01% 1097
2022
Q3 		$15K Hold
523
– – ﹤0.01% 760
2022
Q2 		$14K Hold
523
– – ﹤0.01% 810
2022
Q1 		$16K Buy
+523
New +$17.8K ﹤0.01% 755
2013
Q3 		– Sell
-112
Closed -$3K – 486
2013
Q2 		$3K Buy
+112
New +$2.94K ﹤0.01% 447

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's JEF Position: Q1 2026 in Review

Summit Securities Group sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 285 shares — an estimated $17.7K sold.

Summit Securities Group first reported a position in JEF in Q2 2013 and held it in 7 quarters. The position peaked at $17.7K in Q4 2025. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Summit Securities Group reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 285 Jefferies Financial Group shares in Q1 2026, an estimated $17.7K.
  • Summit Securities Group first reported a position in Jefferies Financial Group in Q2 2013 and held it in 7 quarters.
  • Summit Securities Group's Jefferies Financial Group position peaked at $17.7K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.