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Tidal Investments’s Jefferies Financial Group JEF Stock Holding History

Tidal Investments’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 		$431K Sell
10,443
-1,417
-12% -$73.5K ﹤0.01% 1901
2025
Q4 		$735K Buy
11,860
+6,252
+111% +$358K ﹤0.01% 1435
2025
Q3 		$367K Sell
5,608
-11,804
-68% -$720K ﹤0.01% 1734
2025
Q2 		$952K Buy
17,412
+3,565
+26% +$176K 0.01% 1062
2025
Q1 		$742K Sell
13,847
-6,321
-31% -$429K 0.01% 1101
2024
Q4 		$1.58M Buy
20,168
+16,070
+392% +$1.16M 0.01% 801
2024
Q3 		$252K Buy
+4,098
New +$232K ﹤0.01% 1665

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

Tidal Investments's JEF Position: Q1 2026 in Review

Tidal Investments reduced its Jefferies Financial Group (JEF) stake by 12% in Q1 2026, selling an estimated $73.5K and leaving 10,443 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Tidal Investments first reported a position in JEF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Tidal Investments held 10,443 shares of Jefferies Financial Group worth $431K as of Q1 2026.
  • Tidal Investments sold 1,417 Jefferies Financial Group shares in Q1 2026, an estimated $73.5K.
  • Jefferies Financial Group made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1901 holding.
  • Tidal Investments first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 7 quarters since.
  • Tidal Investments's Jefferies Financial Group position peaked at $1.58M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.