Waverly Advisors’s Jefferies Financial Group JEF Stock Holding History

Waverly 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	$442K	Buy	10,709 +2,199	+26%	+$114K	﹤0.01%	1144
2025 Q4	$527K	Buy	8,510 +4,893	+135%	+$280K	﹤0.01%	984
2025 Q3	$237K	Buy	+3,617	New	+$221K	﹤0.01%	1136
2018 Q4	–	Sell	-10,929	Closed	-$215K	–	168
2018 Q3	$215K	Hold	10,929	–	–	0.03%	171
2018 Q2	$222K	Hold	10,929	–	–	0.03%	166
2018 Q1	$222K	Hold	10,929	–	–	0.04%	159
2017 Q4	$259K	Hold	10,929	–	–	0.04%	205
2017 Q3	$247K	Hold	10,929	–	–	0.05%	191
2017 Q2	$256K	Hold	10,929	–	–	0.06%	185
2017 Q1	$254K	Buy	+10,929	New	+$244K	0.07%	185
2014 Q1	–	Sell	-153	Closed	-$4K	–	775
2013 Q4	$4K	Buy	+153	New	+$3.87K	﹤0.01%	706

Other funds holding JEF

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverly Advisors's JEF Position: Q1 2026 in Review

Waverly Advisors increased its Jefferies Financial Group (JEF) stake by 26% in Q1 2026, buying an estimated $114K and bringing the position to 10,709 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Waverly Advisors first reported a position in JEF in Q4 2013 and has held it in 11 quarters since. The position peaked at $527K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Waverly Advisors held 10,709 shares of Jefferies Financial Group worth $442K as of Q1 2026.
Waverly Advisors bought 2,199 Jefferies Financial Group shares in Q1 2026, an estimated $114K.
Jefferies Financial Group made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1144 holding.
Waverly Advisors first reported a position in Jefferies Financial Group in Q4 2013 and has held it in 11 quarters since.
Waverly Advisors's Jefferies Financial Group position peaked at $527K in Q4 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.