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Vise Technologies’s Jefferies Financial Group JEF Stock Holding History

Vise Technologies’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 		$377K Hold
6,084
– – 0.01% 1031
2025
Q4 		$377K Buy
6,084
+1,387
+30% +$79.5K 0.01% 1037
2025
Q3 		$307K Buy
4,697
+658
+16% +$40.1K 0.01% 875
2025
Q2 		$221K Buy
+4,039
New +$200K 0.01% 962
2024
Q4 		$218K Buy
+2,785
New +$200K 0.02% 737

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

Vise Technologies's JEF Position: Q1 2026 in Review

Vise Technologies held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 6,084 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #1031.

Vise Technologies first reported a position in JEF in Q4 2024 and has held it in 5 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Vise Technologies held 6,084 shares of Jefferies Financial Group worth $377K as of Q1 2026.
  • Vise Technologies left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1031 holding.
  • Vise Technologies first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 5 quarters since.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.