Trivium Point Advisory’s Jefferies Financial Group JEF Stock Holding History

Trivium Point Advisory’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	-4,480	Closed	-$278K	–	306
2025 Q4	$278K	Hold	4,480	–	–	0.03%	293
2025 Q3	$293K	Hold	4,480	–	–	0.03%	298
2025 Q2	$245K	Sell	4,480 -250	-5%	-$12.4K	0.03%	310
2025 Q1	$253K	Hold	4,730	–	–	0.03%	299
2024 Q4	$371K	Buy	4,730 +505	+12%	+$36.3K	0.05%	259
2024 Q3	$315K	Hold	4,225	–	–	0.04%	277
2024 Q2	$210K	Buy	+4,225	New	+$190K	0.03%	292
2022 Q1	–	Sell	-5,869	Closed	-$218K	–	242
2021 Q4	$218K	Buy	5,869 +48	+0.8%	+$1.85K	0.05%	223
2021 Q3	$219K	Buy	+5,821	New	+$195K	0.05%	209

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trivium Point Advisory's JEF Position: Q1 2026 in Review

Trivium Point Advisory sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 4,480 shares — an estimated $278K sold.

Trivium Point Advisory first reported a position in JEF in Q3 2021 and held it in 9 quarters. The position peaked at $371K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Trivium Point Advisory reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Trivium Point Advisory sold 4,480 Jefferies Financial Group shares in Q1 2026, an estimated $278K.
Trivium Point Advisory first reported a position in Jefferies Financial Group in Q3 2021 and held it in 9 quarters.
Trivium Point Advisory's Jefferies Financial Group position peaked at $371K in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.