WealthCollab’s Jefferies Financial Group JEF Stock Holding History

WealthCollab’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	$2.35K	Hold	57	–	–	﹤0.01%	819
2025 Q4	$3.53K	Hold	57	–	–	﹤0.01%	794
2025 Q3	$3.73K	Hold	57	–	–	﹤0.01%	732
2025 Q2	$3.12K	Hold	57	–	–	﹤0.01%	740
2025 Q1	$3.05K	Hold	57	–	–	﹤0.01%	710
2024 Q4	$4.47K	Hold	57	–	–	﹤0.01%	618
2024 Q3	$3.51K	Hold	57	–	–	﹤0.01%	681
2024 Q2	$2.84K	Hold	57	–	–	﹤0.01%	699
2024 Q1	$2.51K	Hold	57	–	–	﹤0.01%	727
2023 Q4	$2.3K	Buy	+57	New	+$2.02K	﹤0.01%	722

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

WealthCollab's JEF Position: Q1 2026 in Review

WealthCollab held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 57 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

WealthCollab first reported a position in JEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.47K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

WealthCollab held 57 shares of Jefferies Financial Group worth $2.35K as of Q1 2026.
WealthCollab left its Jefferies Financial Group share count unchanged in Q1 2026.
Jefferies Financial Group made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #819 holding.
WealthCollab first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Jefferies Financial Group position peaked at $4.47K in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.