Vontobel Holding
JEF icon

Vontobel Holding’s Jefferies Financial Group JEF Stock Holding History

Vontobel Holding’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 		$686K Buy
+16,625
New +$863K ﹤0.01% 743
2024
Q2 		– Sell
-6,374
Closed -$281K – 1120
2024
Q1 		$281K Buy
+6,374
New +$265K ﹤0.01% 913
2023
Q1 		– Sell
-7,550
Closed -$247K – 1103
2022
Q4 		$247K Buy
+7,550
New +$251K ﹤0.01% 935

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

Vontobel Holding's JEF Position: Q1 2026 in Review

Vontobel Holding opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 16,625 shares worth $686K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: Vontobel Holding previously reported a position in JEF as recently as Q1 2024.

Vontobel Holding first reported a position in JEF in Q4 2022 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Vontobel Holding held 16,625 shares of Jefferies Financial Group worth $686K as of Q1 2026.
  • Jefferies Financial Group was a new Vontobel Holding position in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #743 holding.
  • Vontobel Holding first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.