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Vident Advisory’s Jefferies Financial Group JEF Stock Holding History

Vident 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 		$269K Sell
6,528
-116
-2% -$6.02K ﹤0.01% 1561
2025
Q4 		$412K Sell
6,644
-2,793
-30% -$160K ﹤0.01% 1254
2025
Q3 		$617K Sell
9,437
-115
-1% -$7.01K 0.01% 1074
2025
Q2 		$522K Buy
9,552
+1,181
+14% +$58.5K 0.01% 1022
2025
Q1 		$448K Buy
8,371
+2,004
+31% +$136K 0.01% 1096
2024
Q4 		$499K Sell
6,367
-331
-5% -$23.8K 0.01% 944
2024
Q3 		$412K Buy
6,698
+1,242
+23% +$70.5K 0.01% 1025
2024
Q2 		$272K Buy
+5,456
New +$245K 0.01% 1159

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

Vident Advisory's JEF Position: Q1 2026 in Review

Vident Advisory reduced its Jefferies Financial Group (JEF) stake by 1.7% in Q1 2026, selling an estimated $6.02K and leaving 6,528 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Vident Advisory first reported a position in JEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $617K in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Vident Advisory held 6,528 shares of Jefferies Financial Group worth $269K as of Q1 2026.
  • Vident Advisory sold 116 Jefferies Financial Group shares in Q1 2026, an estimated $6.02K.
  • Jefferies Financial Group made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1561 holding.
  • Vident Advisory first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 8 quarters since.
  • Vident Advisory's Jefferies Financial Group position peaked at $617K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.