Thrivent Financial for Lutherans
JEF icon

Thrivent Financial for Lutherans’s Jefferies Financial Group JEF Stock Holding History

Thrivent Financial for Lutherans’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 		$2.3M Buy
55,779
+14,412
+35% +$748K ﹤0.01% 1347
2025
Q4 		$2.56M Sell
41,367
-754
-2% -$43.2K ﹤0.01% 1308
2025
Q3 		$2.76M Sell
42,121
-83,894
-67% -$5.12M 0.01% 1145
2025
Q2 		$6.97M Buy
126,015
+87,841
+230% +$4.35M 0.02% 694
2025
Q1 		$2.04M Sell
38,174
-14,136
-27% -$959K ﹤0.01% 1277
2024
Q4 		$4.1M Sell
52,310
-5,635
-10% -$405K 0.01% 1000
2024
Q3 		$3.57M Sell
57,945
-48,202
-45% -$2.73M 0.01% 1088
2024
Q2 		$5.28M Buy
106,147
+63,658
+150% +$2.86M 0.01% 877
2024
Q1 		$1.87M Buy
42,489
+434
+1% +$18.1K ﹤0.01% 1470
2023
Q4 		$1.7M Sell
42,055
-2,198
-5% -$77.7K ﹤0.01% 1500
2023
Q3 		$1.62M Sell
44,253
-3,942
-8% -$141K ﹤0.01% 1442
2023
Q2 		$1.6M Buy
48,195
+446
+0.9% +$13.9K ﹤0.01% 1486
2023
Q1 		$1.52M Sell
47,749
-3,291
-6% -$119K ﹤0.01% 1495
2022
Q4 		$1.67M Sell
51,040
-442
-0.9% -$14.7K ﹤0.01% 1373
2022
Q3 		$1.45M Sell
51,482
-1,098
-2% -$33.2K ﹤0.01% 1436
2022
Q2 		$1.39M Sell
52,580
-6,685
-11% -$198K ﹤0.01% 1474
2022
Q1 		$1.86M Sell
59,265
-1,296
-2% -$44K ﹤0.01% 1372
2021
Q4 		$2.25M Sell
60,561
-9,525
-14% -$367K ﹤0.01% 1309
2021
Q3 		$2.49M Sell
70,086
-50,449
-42% -$1.69M 0.01% 1213
2021
Q2 		$3.94M Sell
120,535
-87,518
-42% -$2.67M 0.01% 1030
2021
Q1 		$5.99M Buy
208,053
+151,391
+267% +$4.13M 0.01% 848
2020
Q4 		$1.33M Sell
56,662
-4,179
-7% -$87.7K ﹤0.01% 1562
2020
Q3 		$1.05M Sell
60,841
-4,408
-7% -$72.1K ﹤0.01% 1537
2020
Q2 		$970K Sell
65,249
-127
-0.2% -$1.7K ﹤0.01% 1517
2020
Q1 		$854K Sell
65,376
-3,470
-5% -$66.2K ﹤0.01% 1397
2019
Q4 		$1.41M Buy
68,846
+403
+0.6% +$7.62K ﹤0.01% 1240
2019
Q3 		$1.2M Buy
68,443
+55,206
+417% +$983K ﹤0.01% 1286
2019
Q2 		$228K Sell
13,237
-1,567
-11% -$26.9K ﹤0.01% 2104
2019
Q1 		$249K Hold
14,804
– – ﹤0.01% 2061
2018
Q4 		$230K Sell
14,804
-639,630
-98% -$11.7M ﹤0.01% 1904
2018
Q3 		$12.9M Buy
654,434
+159,537
+32% +$3.33M 0.04% 426
2018
Q2 		$10.1M Sell
494,897
-276,453
-36% -$5.79M 0.03% 498
2018
Q1 		$15.7M Buy
771,350
+287,627
+59% +$6.52M 0.05% 347
2017
Q4 		$11.5M Buy
483,723
+469,724
+3,355% +$10.8M 0.04% 426
2017
Q3 		$316K Buy
13,999
+291
+2% +$6.52K ﹤0.01% 1769
2017
Q2 		$321K Buy
13,708
+447
+3% +$10.2K ﹤0.01% 1733
2017
Q1 		$309K Buy
13,261
+648
+5% +$14.5K ﹤0.01% 1741
2016
Q4 		$263K Buy
12,613
+804
+7% +$15K ﹤0.01% 1760
2016
Q3 		$201K Buy
11,809
+324
+3% +$5.37K ﹤0.01% 1824
2016
Q2 		$178K Buy
+11,485
New +$175K ﹤0.01% 1824
2014
Q2 		– Sell
-8,212
Closed -$206K – 1726
2014
Q1 		$206K Buy
8,212
+56
+0.7% +$1.38K ﹤0.01% 1462
2013
Q4 		$207K Buy
+8,156
New +$206K ﹤0.01% 1482
2013
Q3 		– Sell
-198,068
Closed -$4.65K – 1572
2013
Q2 		$4.65K Buy
+198,068
New +$5.21M 0.03% 438

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

Thrivent Financial for Lutherans's JEF Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its Jefferies Financial Group (JEF) stake by 35% in Q1 2026, buying an estimated $748K and bringing the position to 55,779 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Thrivent Financial for Lutherans first reported a position in JEF in Q2 2013 and has held it in 43 quarters since. The position peaked at $15.7M in Q1 2018. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Thrivent Financial for Lutherans held 55,779 shares of Jefferies Financial Group worth $2.3M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 14,412 Jefferies Financial Group shares in Q1 2026, an estimated $748K.
  • Jefferies Financial Group made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1347 holding.
  • Thrivent Financial for Lutherans first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 43 quarters since.
  • Thrivent Financial for Lutherans's Jefferies Financial Group position peaked at $15.7M in Q1 2018.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.