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Total Clarity Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Total Clarity Wealth Management’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
-8,750
Closed -$542K – 329
2025
Q4 		$542K Hold
8,750
– – 0.13% 163
2025
Q3 		$572K Sell
8,750
-200
-2% -$12.2K 0.15% 157
2025
Q2 		$489K Buy
+8,950
New +$443K 0.14% 158

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

Total Clarity Wealth Management's JEF Position: Q1 2026 in Review

Total Clarity Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 8,750 shares — an estimated $542K sold.

Total Clarity Wealth Management first reported a position in JEF in Q2 2025 and held it in 3 quarters. The position peaked at $572K in Q3 2025. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Total Clarity Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Total Clarity Wealth Management sold 8,750 Jefferies Financial Group shares in Q1 2026, an estimated $542K.
  • Total Clarity Wealth Management first reported a position in Jefferies Financial Group in Q2 2025 and held it in 3 quarters.
  • Total Clarity Wealth Management's Jefferies Financial Group position peaked at $572K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.