Wells Fargo’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
Q1 | $5.47M | Sell |
132,457
-63,871
| -33% | -$3.31M | ﹤0.01% | 2518 |
|
|
2025
Q4 | $12.2M | Sell |
196,328
-168,606
| -46% | -$9.66M | ﹤0.01% | 1878 |
|
|
2025
Q3 | $23.9M | Sell |
364,934
-23,198
| -6% | -$1.41M | ﹤0.01% | 1368 |
|
|
2025
Q2 | $21.2M | Buy |
388,132
+61,045
| +19% | +$3.02M | ﹤0.01% | 1368 |
|
|
2025
Q1 | $17.5M | Buy |
327,087
+6,632
| +2% | +$450K | ﹤0.01% | 1420 |
|
|
2024
Q4 | $25.1M | Buy |
320,455
+42,821
| +15% | +$3.08M | 0.01% | 1204 |
|
|
2024
Q3 | $17.1M | Sell |
277,634
-13,310
| -5% | -$755K | ﹤0.01% | 1414 |
|
|
2024
Q2 | $14.5M | Buy |
290,944
+20,157
| +7% | +$905K | ﹤0.01% | 1459 |
|
|
2024
Q1 | $11.9M | Buy |
270,787
+8,408
| +3% | +$350K | ﹤0.01% | 1602 |
|
|
2023
Q4 | $10.6M | Buy |
262,379
+86,700
| +49% | +$3.07M | ﹤0.01% | 1658 |
|
|
2023
Q3 | $6.44M | Buy |
175,679
+28,149
| +19% | +$1.01M | ﹤0.01% | 1933 |
|
|
2023
Q2 | $4.89M | Buy |
147,530
+3,873
| +3% | +$121K | ﹤0.01% | 2165 |
|
|
2023
Q1 | $4.56M | Sell |
143,657
-6,101
| -4% | -$220K | ﹤0.01% | 2192 |
|
|
2022
Q4 | $4.91M | Buy |
149,758
+29,982
| +25% | +$996K | ﹤0.01% | 2100 |
|
|
2022
Q3 | $3.38M | Buy |
119,776
+3,701
| +3% | +$112K | ﹤0.01% | 2297 |
|
|
2022
Q2 | $3.06M | Sell |
116,075
-107,975
| -48% | -$3.19M | ﹤0.01% | 2460 |
|
|
2022
Q1 | $7.04M | Sell |
224,050
-138,627
| -38% | -$4.71M | ﹤0.01% | 2144 |
|
|
2021
Q4 | $13.5M | Sell |
362,677
-296,714
| -45% | -$11.4M | ﹤0.01% | 1623 |
|
|
2021
Q3 | $23.4M | Buy |
659,391
+68,018
| +12% | +$2.28M | 0.01% | 1548 |
|
|
2021
Q2 | $19.3M | Buy |
591,373
+83,709
| +16% | +$2.55M | ﹤0.01% | 1702 |
|
|
2021
Q1 | $14.6M | Buy |
507,664
+17,221
| +4% | +$470K | ﹤0.01% | 1907 |
|
|
2020
Q4 | $11.5M | Buy |
490,443
+71,581
| +17% | +$1.5M | ﹤0.01% | 1979 |
|
|
2020
Q3 | $7.21M | Buy |
418,862
+46,615
| +13% | +$763K | ﹤0.01% | 2162 |
|
|
2020
Q2 | $5.53M | Sell |
372,247
-114,173
| -23% | -$1.53M | ﹤0.01% | 2373 |
|
|
2020
Q1 | $6.36M | Sell |
486,420
-1,180,439
| -71% | -$22.5M | ﹤0.01% | 2048 |
|
|
2019
Q4 | $34.1M | Sell |
1,666,859
-41,909
| -2% | -$793K | 0.01% | 1141 |
|
|
2019
Q3 | $30.1M | Buy |
1,708,768
+1,118,035
| +189% | +$19.9M | 0.01% | 1184 |
|
|
2019
Q2 | $10.2M | Buy |
590,733
+33,894
| +6% | +$581K | ﹤0.01% | 1949 |
|
|
2019
Q1 | $9.37M | Sell |
556,839
-582,640
| -51% | -$10.3M | ﹤0.01% | 1998 |
|
|
2018
Q4 | $17.7M | Buy |
1,139,479
+103,610
| +10% | +$1.9M | 0.01% | 1444 |
|
|
2018
Q3 | $20.4M | Buy |
1,035,869
+401,313
| +63% | +$8.37M | 0.01% | 1490 |
|
|
2018
Q2 | $12.9M | Sell |
634,556
-177,081
| -22% | -$3.71M | ﹤0.01% | 1855 |
|
|
2018
Q1 | $16.5M | Sell |
811,637
-178,959
| -18% | -$4.06M | ﹤0.01% | 1591 |
|
|
2017
Q4 | $23.5M | Sell |
990,596
-138,548
| -12% | -$3.2M | 0.01% | 1353 |
|
|
2017
Q3 | $25.5M | Buy |
1,129,144
+323,320
| +40% | +$7.24M | 0.01% | 1258 |
|
|
2017
Q2 | $18.9M | Sell |
805,824
-490,576
| -38% | -$11.2M | 0.01% | 1420 |
|
|
2017
Q1 | $30.2M | Sell |
1,296,400
-459,491
| -26% | -$10.3M | 0.01% | 1144 |
|
|
2016
Q4 | $36.5M | Buy |
1,755,891
+429,055
| +32% | +$8.01M | 0.01% | 986 |
|
|
2016
Q3 | $22.6M | Sell |
1,326,836
-243,274
| -15% | -$4.03M | 0.01% | 1216 |
|
|
2016
Q2 | $24.4M | Sell |
1,570,110
-149,032
| -9% | -$2.28M | 0.01% | 1159 |
|
|
2016
Q1 | $24.9M | Buy |
1,719,142
+221,041
| +15% | +$3.11M | 0.01% | 1141 |
|
|
2015
Q4 | $23.3M | Sell |
1,498,101
-101,703
| -6% | -$1.7M | 0.01% | 1215 |
|
|
2015
Q3 | $29M | Buy |
1,599,804
+54,162
| +4% | +$1.09M | 0.01% | 1056 |
|
|
2015
Q2 | $33.6M | Sell |
1,545,642
-11,054
| -0.7% | -$236K | 0.01% | 1012 |
|
|
2015
Q1 | $31.1M | Buy |
1,556,696
+42,688
| +3% | +$882K | 0.01% | 1062 |
|
|
2014
Q4 | $30.4M | Buy |
1,514,008
+141,385
| +10% | +$2.92M | 0.01% | 1037 |
|
|
2014
Q3 | $29.3M | Buy |
1,372,623
+58,202
| +4% | +$1.31M | 0.01% | 1023 |
|
|
2014
Q2 | $30.9M | Buy |
1,314,421
+46,178
| +4% | +$1.07M | 0.01% | 1018 |
|
|
2014
Q1 | $31.8M | Sell |
1,268,243
-56,709
| -4% | -$1.4M | 0.01% | 984 |
|
|
2013
Q4 | $33.6M | Buy |
1,324,952
+91,256
| +7% | +$2.31M | 0.01% | 940 |
|
|
2013
Q3 | $30.1M | Buy |
1,233,696
+100,698
| +9% | +$2.41M | 0.01% | 957 |
|
|
2013
Q2 | $26.6M | Buy |
+1,132,998
| New | +$29.8M | 0.01% | 964 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Wells Fargo's JEF Position: Q1 2026 in Review
Wells Fargo reduced its Jefferies Financial Group (JEF) stake by 33% in Q1 2026, selling an estimated $3.31M and leaving 132,457 shares worth $5.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2518.
Wells Fargo first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.5M in Q4 2016. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Wells Fargo held 132,457 shares of Jefferies Financial Group worth $5.47M as of Q1 2026.
- Wells Fargo sold 63,871 Jefferies Financial Group shares in Q1 2026, an estimated $3.31M.
- Jefferies Financial Group made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2518 holding.
- Wells Fargo first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's Jefferies Financial Group position peaked at $36.5M in Q4 2016.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.