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UMB Bank’s Jefferies Financial Group JEF Stock Holding History

UMB Bank’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 		$345K Sell
8,361
-1,096
-12% -$56.9K ﹤0.01% 553
2025
Q4 		$586K Buy
9,457
+607
+7% +$34.8K 0.01% 443
2025
Q3 		$579K Sell
8,850
-14
-0.2% -$854 0.01% 409
2025
Q2 		$485K Buy
8,864
+330
+4% +$16.3K 0.01% 418
2025
Q1 		$457K Buy
8,534
+465
+6% +$31.6K 0.01% 411
2024
Q4 		$633K Sell
8,069
-11
-0.1% -$791 0.01% 381
2024
Q3 		$497K Buy
8,080
+401
+5% +$22.8K 0.01% 409
2024
Q2 		$382K Buy
7,679
+39
+0.5% +$1.75K 0.01% 434
2024
Q1 		$337K Buy
7,640
+364
+5% +$15.2K 0.01% 473
2023
Q4 		$294K Sell
7,276
-82
-1% -$2.9K ﹤0.01% 498
2023
Q3 		$270K Hold
7,358
– – ﹤0.01% 501
2023
Q2 		$244K Hold
7,358
– – ﹤0.01% 535
2023
Q1 		$234K Sell
7,358
-338
-4% -$12.2K ﹤0.01% 543
2022
Q4 		$252K Sell
7,696
-207
-3% -$6.88K ﹤0.01% 532
2022
Q3 		$222K Sell
7,903
-128
-2% -$3.87K ﹤0.01% 581
2022
Q2 		$213K Hold
8,031
– – ﹤0.01% 612
2022
Q1 		$252K Buy
8,031
+81
+1% +$2.75K ﹤0.01% 612
2021
Q4 		$295K Buy
+7,950
New +$306K ﹤0.01% 590

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

UMB Bank's JEF Position: Q1 2026 in Review

UMB Bank reduced its Jefferies Financial Group (JEF) stake by 12% in Q1 2026, selling an estimated $56.9K and leaving 8,361 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

UMB Bank first reported a position in JEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $633K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • UMB Bank held 8,361 shares of Jefferies Financial Group worth $345K as of Q1 2026.
  • UMB Bank sold 1,096 Jefferies Financial Group shares in Q1 2026, an estimated $56.9K.
  • Jefferies Financial Group made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #553 holding.
  • UMB Bank first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Jefferies Financial Group position peaked at $633K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.