Wellington Shields Capital Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.39M | Sell |
27,900
-1,000
| -3% | -$51.6K | 0.18% | 97 |
|
|
2026
Q1 | $1.19M | Hold |
28,900
| – | – | 0.18% | 96 |
|
|
2025
Q4 | $1.79M | Hold |
28,900
| – | – | 0.26% | 79 |
|
|
2025
Q3 | $1.89M | Hold |
28,900
| – | – | 0.29% | 77 |
|
|
2025
Q2 | $1.58M | Buy |
28,900
+900
| +3% | +$44.6K | 0.27% | 84 |
|
|
2025
Q1 | $1.5M | Hold |
28,000
| – | – | 0.27% | 77 |
|
|
2024
Q4 | $2.2M | Hold |
28,000
| – | – | 0.39% | 53 |
|
|
2024
Q3 | $1.72M | Hold |
28,000
| – | – | 0.3% | 74 |
|
|
2024
Q2 | $1.39M | Hold |
28,000
| – | – | 0.25% | 86 |
|
|
2024
Q1 | $1.23M | Hold |
28,000
| – | – | 0.23% | 94 |
|
|
2023
Q4 | $1.13M | Hold |
28,000
| – | – | 0.14% | 99 |
|
|
2023
Q3 | $1.03M | Hold |
28,000
| – | – | 0.14% | 100 |
|
|
2023
Q2 | $929K | Hold |
28,000
| – | – | 0.11% | 108 |
|
|
2023
Q1 | $889K | Sell |
28,000
-1,288
| -4% | -$46.5K | 0.11% | 108 |
|
|
2022
Q4 | $960K | Hold |
29,288
| – | – | 0.12% | 102 |
|
|
2022
Q3 | $826K | Hold |
29,288
| – | – | 0.2% | 112 |
|
|
2022
Q2 | $773K | Hold |
29,288
| – | – | 0.1% | 114 |
|
|
2022
Q1 | $920K | Hold |
29,288
| – | – | 0.1% | 122 |
|
|
2021
Q4 | $1.09M | Sell |
29,288
-1
| -0% | -$39 | 0.14% | 140 |
|
|
2021
Q3 | $1.04M | Buy |
29,289
+1
| +0% | +$33 | 0.14% | 121 |
|
|
2021
Q2 | $958K | Hold |
29,288
| – | – | 0.12% | 149 |
|
|
2021
Q1 | $843K | Sell |
29,288
-523
| -2% | -$14.3K | 0.08% | 167 |
|
|
2020
Q4 | $701K | Sell |
29,811
-628
| -2% | -$13.2K | 0.09% | 155 |
|
|
2020
Q3 | $524K | Hold |
30,439
| – | – | 0.08% | 144 |
|
|
2020
Q2 | $453K | Sell |
30,439
-941
| -3% | -$12.6K | 0.07% | 168 |
|
|
2020
Q1 | $410K | Sell |
31,380
-523
| -2% | -$9.98K | 0.08% | 161 |
|
|
2019
Q4 | $652K | Hold |
31,903
| – | – | 0.1% | 156 |
|
|
2019
Q3 | $561K | Sell |
31,903
-2,169
| -6% | -$38.6K | 0.09% | 169 |
|
|
2019
Q2 | $587K | Sell |
34,072
-9,496
| -22% | -$163K | 0.1% | 166 |
|
|
2019
Q1 | $733K | Sell |
43,568
-29,492
| -40% | -$521K | 0.12% | 146 |
|
|
2018
Q4 | $1.14M | Sell |
73,060
-9,831
| -12% | -$180K | 0.21% | 101 |
|
|
2018
Q3 | $1.63M | Hold |
82,891
| – | – | 0.26% | 90 |
|
|
2018
Q2 | $1.69M | Sell |
82,891
-558
| -0.7% | -$11.7K | 0.28% | 81 |
|
|
2018
Q1 | $1.7M | Sell |
83,449
-224
| -0.3% | -$5.08K | 0.26% | 91 |
|
|
2017
Q4 | $1.98M | Buy |
83,673
+10,054
| +14% | +$232K | 0.31% | 77 |
|
|
2017
Q3 | $1.66M | Sell |
73,619
-4,021
| -5% | -$90.1K | 0.27% | 87 |
|
|
2017
Q2 | $1.82M | Sell |
77,640
-1,229
| -2% | -$28K | 0.3% | 80 |
|
|
2017
Q1 | $1.84M | Hold |
78,869
| – | – | 0.3% | 78 |
|
|
2016
Q4 | $1.64M | Buy |
+78,869
| New | +$1.47M | 0.27% | 84 |
|
Other funds holding JEF
SMFG
MMLI
Wellington Shields Capital Management's JEF Position: Q2 2026 in Review
Wellington Shields Capital Management reduced its Jefferies Financial Group (JEF) stake by 3.5% in Q2 2026, selling an estimated $51.6K and leaving 27,900 shares worth $1.39M. The position accounts for 0.18% of the portfolio, ranked #97.
Wellington Shields Capital Management first reported a position in JEF in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.2M in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- Wellington Shields Capital Management held 27,900 shares of Jefferies Financial Group worth $1.39M as of Q2 2026.
- Wellington Shields Capital Management sold 1,000 Jefferies Financial Group shares in Q2 2026, an estimated $51.6K.
- Jefferies Financial Group made up 0.18% of Wellington Shields Capital Management's portfolio in Q2 2026, its #97 holding.
- Wellington Shields Capital Management first reported a position in Jefferies Financial Group in Q4 2016 and has held it in 39 quarters since.
- Wellington Shields Capital Management's Jefferies Financial Group position peaked at $2.2M in Q4 2024.
- 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.