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Tower Research Capital (TRC)’s Jefferies Financial Group JEF Stock Holding History

Tower Research Capital (TRC)’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 		$225K Sell
5,457
-2,053
-27% -$107K 0.01% 1519
2025
Q4 		$465K Sell
7,510
-110
-1% -$6.3K 0.01% 866
2025
Q3 		$499K Sell
7,620
-4,028
-35% -$246K 0.01% 860
2025
Q2 		$637K Buy
11,648
+3,334
+40% +$165K 0.02% 799
2025
Q1 		$445K Sell
8,314
-5,684
-41% -$386K 0.01% 897
2024
Q4 		$1.1M Sell
13,998
-1,653
-11% -$119K 0.02% 580
2024
Q3 		$963K Buy
15,651
+5,749
+58% +$326K 0.03% 548
2024
Q2 		$493K Sell
9,902
-8,209
-45% -$368K 0.01% 1358
2024
Q1 		$799K Sell
18,111
-4,465
-20% -$186K 0.02% 617
2023
Q4 		$912K Sell
22,576
-3,162
-12% -$112K 0.01% 912
2023
Q3 		$943K Buy
25,738
+4,490
+21% +$161K 0.03% 563
2023
Q2 		$705K Sell
21,248
-6,183
-23% -$193K 0.02% 739
2023
Q1 		$870K Buy
27,431
+19,381
+241% +$700K 0.03% 523
2022
Q4 		$263K Sell
8,050
-916
-10% -$30.4K 0.01% 1114
2022
Q3 		$253K Sell
8,966
-18,697
-68% -$566K ﹤0.01% 1686
2022
Q2 		$730K Sell
27,663
-11,222
-29% -$332K 0.02% 887
2022
Q1 		$1.22M Buy
38,885
+8,659
+29% +$294K 0.01% 717
2021
Q4 		$1.12M Buy
30,226
+18,613
+160% +$717K 0.02% 637
2021
Q3 		$412K Sell
11,613
-5,075
-30% -$170K 0.01% 1138
2021
Q2 		$546K Buy
16,688
+8,020
+93% +$245K 0.01% 1117
2021
Q1 		$249K Sell
8,668
-1,834
-17% -$50K ﹤0.01% 1830
2020
Q4 		$247K Sell
10,502
-8,329
-44% -$175K 0.01% 1554
2020
Q3 		$325K Sell
18,831
-2,840
-13% -$46.5K ﹤0.01% 2112
2020
Q2 		$322K Buy
21,671
+9,696
+81% +$130K 0.01% 1384
2020
Q1 		$157K Buy
11,975
+11,720
+4,596% +$224K 0.01% 844
2019
Q4 		$5K Sell
255
-20,886
-99% -$395K ﹤0.01% 2699
2019
Q3 		$372K Buy
21,141
+17,806
+534% +$317K 0.03% 699
2019
Q2 		$57K Sell
3,335
-21,524
-87% -$369K ﹤0.01% 1510
2019
Q1 		$418K Buy
24,859
+21,543
+650% +$380K 0.03% 704
2018
Q4 		$51K Sell
3,316
-6,868
-67% -$126K ﹤0.01% 1273
2018
Q3 		$200K Sell
10,184
-11,594
-53% -$242K 0.01% 970
2018
Q2 		$444K Buy
21,778
+15,857
+268% +$332K 0.02% 700
2018
Q1 		$120K Buy
5,921
+3,014
+104% +$68.3K 0.01% 1145
2017
Q4 		$69K Buy
2,907
+1,354
+87% +$31.2K 0.01% 1105
2017
Q3 		$35K Buy
1,553
+353
+29% +$7.91K ﹤0.01% 2294
2017
Q2 		$28K Buy
1,200
+202
+20% +$4.6K ﹤0.01% 1040
2017
Q1 		$23K Sell
998
-11,809
-92% -$264K ﹤0.01% 1213
2016
Q4 		$266K Buy
12,807
+6,445
+101% +$120K 0.03% 530
2016
Q3 		$108K Sell
6,362
-5,405
-46% -$89.5K 0.01% 774
2016
Q2 		$182K Buy
+11,767
New +$180K 0.02% 727
2015
Q2 		– Sell
-943
Closed -$20.1K – 4720
2015
Q1 		$19K Buy
943
+446
+90% +$9.22K ﹤0.01% 2295
2014
Q4 		$10K Sell
497
-159
-24% -$3.28K ﹤0.01% 2153
2014
Q3 		$14K Sell
656
-15,745
-96% -$355K ﹤0.01% 2587
2014
Q2 		$385K Buy
16,401
+16,398
+546,600% +$381K 0.05% 356
2014
Q1 		$0 Sell
3
-3,442
-100% -$84.9K ﹤0.01% 4677
2013
Q4 		$88K Sell
3,445
-1,311
-28% -$33.2K 0.01% 941
2013
Q3 		$116K Buy
4,756
+3,639
+326% +$87.1K 0.01% 1156
2013
Q2 		$26K Buy
+1,117
New +$29.4K ﹤0.01% 1470

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

Tower Research Capital (TRC)'s JEF Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Jefferies Financial Group (JEF) stake by 27% in Q1 2026, selling an estimated $107K and leaving 5,457 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #1519.

Tower Research Capital (TRC) first reported a position in JEF in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.22M in Q1 2022. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Tower Research Capital (TRC) held 5,457 shares of Jefferies Financial Group worth $225K as of Q1 2026.
  • Tower Research Capital (TRC) sold 2,053 Jefferies Financial Group shares in Q1 2026, an estimated $107K.
  • Jefferies Financial Group made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1519 holding.
  • Tower Research Capital (TRC) first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 48 quarters since.
  • Tower Research Capital (TRC)'s Jefferies Financial Group position peaked at $1.22M in Q1 2022.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.