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Washington Trust Advisors’s Jefferies Financial Group JEF Stock Holding History

Washington Trust Advisors’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 		$38.5K Hold
932
– – ﹤0.01% 385
2025
Q4 		$57.8K Hold
932
– – ﹤0.01% 344
2025
Q3 		$61K Sell
932
-300
-24% -$18.3K ﹤0.01% 339
2025
Q2 		$67.4K Hold
1,232
– – 0.01% 295
2025
Q1 		$66K Hold
1,232
– – 0.01% 295
2024
Q4 		$96.6K Hold
1,232
– – 0.01% 260
2024
Q3 		$75.8K Hold
1,232
– – 0.01% 282
2024
Q2 		$61.3K Hold
1,232
– – 0.01% 294
2024
Q1 		$54.3K Hold
1,232
– – 0.01% 307
2023
Q4 		$49.8K Hold
1,232
– – ﹤0.01% 308
2023
Q3 		$45.1K Buy
+1,232
New +$44.1K ﹤0.01% 316

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

Washington Trust Advisors's JEF Position: Q1 2026 in Review

Washington Trust Advisors held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 932 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Washington Trust Advisors first reported a position in JEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $96.6K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Washington Trust Advisors held 932 shares of Jefferies Financial Group worth $38.5K as of Q1 2026.
  • Washington Trust Advisors left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #385 holding.
  • Washington Trust Advisors first reported a position in Jefferies Financial Group in Q3 2023 and has held it in 11 quarters since.
  • Washington Trust Advisors's Jefferies Financial Group position peaked at $96.6K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.