Western Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Western Wealth Management’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	$358K	Buy	+8,667	New	+$450K	0.01%	738
2024 Q4	–	Sell	-8,184	Closed	-$504K	–	707
2024 Q3	$504K	Buy	+8,184	New	+$464K	0.03%	466
2024 Q1	–	Sell	-8,807	Closed	-$356K	–	680
2023 Q4	$356K	Sell	8,807 -3,548	-29%	-$126K	0.03%	504
2023 Q3	$453K	Sell	12,355 -1,052	-8%	-$37.7K	0.04%	409
2023 Q2	$445K	Buy	13,407 +130	+1%	+$4.06K	0.04%	401
2023 Q1	$421K	Sell	13,277 -502	-4%	-$18.1K	0.04%	412
2022 Q4	$452K	Sell	13,779 -982	-7%	-$32.6K	0.05%	359
2022 Q3	$480K	Buy	14,761 +667	+5%	+$20.2K	0.03%	498
2022 Q2	$380K	Sell	14,094 -108	-0.8%	-$3.19K	0.02%	540
2022 Q1	$446K	Buy	+14,202	New	+$482K	0.02%	561

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

Western Wealth Management's JEF Position: Q1 2026 in Review

Western Wealth Management opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 8,667 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in JEF as recently as Q3 2024.

Western Wealth Management first reported a position in JEF in Q1 2022 and has held it in 10 quarters since. The position peaked at $504K in Q3 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Western Wealth Management held 8,667 shares of Jefferies Financial Group worth $358K as of Q1 2026.
Jefferies Financial Group was a new Western Wealth Management position in Q1 2026.
Jefferies Financial Group made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #738 holding.
Western Wealth Management first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 10 quarters since.
Western Wealth Management's Jefferies Financial Group position peaked at $504K in Q3 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.