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Sylvest Advisors’s Jefferies Financial Group JEF Stock Holding History

Sylvest Advisors’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 		$427K Buy
10,356
+1,176
+13% +$61K 0.23% 57
2025
Q4 		$569K Sell
9,180
-1,722
-16% -$98.7K 0.3% 44
2025
Q3 		$713K Sell
10,902
-492
-4% -$30K 0.38% 38
2025
Q2 		$623K Buy
11,394
+476
+4% +$23.6K 0.36% 40
2025
Q1 		$585K Buy
10,918
+557
+5% +$37.8K 0.37% 38
2024
Q4 		$812K Buy
+10,361
New +$745K 0.5% 28

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

Sylvest Advisors's JEF Position: Q1 2026 in Review

Sylvest Advisors increased its Jefferies Financial Group (JEF) stake by 13% in Q1 2026, buying an estimated $61K and bringing the position to 10,356 shares worth $427K. The position accounts for 0.23% of the portfolio, ranked #57.

Sylvest Advisors first reported a position in JEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $812K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Sylvest Advisors held 10,356 shares of Jefferies Financial Group worth $427K as of Q1 2026.
  • Sylvest Advisors bought 1,176 Jefferies Financial Group shares in Q1 2026, an estimated $61K.
  • Jefferies Financial Group made up 0.23% of Sylvest Advisors's portfolio in Q1 2026, its #57 holding.
  • Sylvest Advisors first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 6 quarters since.
  • Sylvest Advisors's Jefferies Financial Group position peaked at $812K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.