TPCW
JEF icon

TD Private Client Wealth’s Jefferies Financial Group JEF Stock Holding History

TD Private Client Wealth’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 		$2.56K Sell
62
-1,297
-95% -$67.3K ﹤0.01% 1272
2025
Q4 		$84.2K Sell
1,359
-35
-3% -$2.01K ﹤0.01% 789
2025
Q3 		$91.2K Sell
1,394
-102
-7% -$6.22K ﹤0.01% 765
2025
Q2 		$81.8K Buy
1,496
+4
+0.3% +$198 ﹤0.01% 762
2025
Q1 		$79.9K Sell
1,492
-1,216
-45% -$82.5K ﹤0.01% 735
2024
Q4 		$212K Buy
+2,708
New +$195K 0.01% 591
2023
Q3 		– Sell
-272
Closed -$9.02K – 1246
2023
Q2 		$9.02K Hold
272
– – ﹤0.01% 1067
2023
Q1 		$8.63K Sell
272
-13
-5% -$470 ﹤0.01% 1056
2022
Q4 		$9.32K Hold
285
– – ﹤0.01% 1018
2022
Q3 		$8.02K Hold
285
– – ﹤0.01% 1023
2022
Q2 		$7.51K Sell
285
-361
-56% -$10.7K ﹤0.01% 1022
2022
Q1 		$20.3K Buy
+646
New +$21.9K ﹤0.01% 944
2020
Q2 		– Sell
-546
Closed -$7.14K – 1131
2020
Q1 		$7.14K Sell
546
-700
-56% -$13.4K ﹤0.01% 785
2019
Q4 		$25.5K Buy
+1,246
New +$23.6K ﹤0.01% 683

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

TD Private Client Wealth's JEF Position: Q1 2026 in Review

TD Private Client Wealth reduced its Jefferies Financial Group (JEF) stake by 95% in Q1 2026, selling an estimated $67.3K and leaving 62 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

TD Private Client Wealth first reported a position in JEF in Q4 2019 and has held it in 14 quarters since. The position peaked at $212K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • TD Private Client Wealth held 62 shares of Jefferies Financial Group worth $2.56K as of Q1 2026.
  • TD Private Client Wealth sold 1,297 Jefferies Financial Group shares in Q1 2026, an estimated $67.3K.
  • Jefferies Financial Group made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1272 holding.
  • TD Private Client Wealth first reported a position in Jefferies Financial Group in Q4 2019 and has held it in 14 quarters since.
  • TD Private Client Wealth's Jefferies Financial Group position peaked at $212K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.