Westside Investment 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 | $21K | Hold |
421
| – | – | ﹤0.01% | 902 |
|
|
2026
Q1 | $17.4K | Hold |
421
| – | – | ﹤0.01% | 950 |
|
|
2025
Q4 | $26.1K | Hold |
421
| – | – | ﹤0.01% | 764 |
|
|
2025
Q3 | $27.5K | Hold |
421
| – | – | ﹤0.01% | 747 |
|
|
2025
Q2 | $23K | Hold |
421
| – | – | ﹤0.01% | 639 |
|
|
2025
Q1 | $22.6K | Hold |
421
| – | – | ﹤0.01% | 541 |
|
|
2024
Q4 | $33K | Hold |
421
| – | – | 0.01% | 478 |
|
|
2024
Q3 | $25.9K | Hold |
421
| – | – | 0.01% | 521 |
|
|
2024
Q2 | $20.9K | Hold |
421
| – | – | ﹤0.01% | 539 |
|
|
2024
Q1 | $18.6K | Hold |
421
| – | – | ﹤0.01% | 533 |
|
|
2023
Q4 | $17K | Hold |
421
| – | – | ﹤0.01% | 520 |
|
|
2023
Q3 | $15.4K | Hold |
421
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $14K | Hold |
421
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $13.4K | Sell |
421
-19
| -4% | -$686 | ﹤0.01% | 539 |
|
|
2022
Q4 | $14 | Hold |
440
| – | – | ﹤0.01% | 567 |
|
|
2022
Q3 | $12 | Hold |
440
| – | – | ﹤0.01% | 575 |
|
|
2022
Q2 | $11 | Hold |
440
| – | – | ﹤0.01% | 592 |
|
|
2022
Q1 | $13 | Hold |
440
| – | – | ﹤0.01% | 580 |
|
|
2021
Q4 | $16 | Hold |
440
| – | – | ﹤0.01% | 535 |
|
|
2021
Q3 | $15 | Hold |
440
| – | – | ﹤0.01% | 527 |
|
|
2021
Q2 | $14 | Hold |
440
| – | – | ﹤0.01% | 529 |
|
|
2021
Q1 | $12 | Hold |
440
| – | – | ﹤0.01% | 527 |
|
|
2020
Q4 | $10 | Hold |
440
| – | – | ﹤0.01% | 501 |
|
|
2020
Q3 | $7 | Hold |
440
| – | – | ﹤0.01% | 521 |
|
|
2020
Q2 | $6 | Hold |
440
| – | – | ﹤0.01% | 523 |
|
|
2020
Q1 | $5 | Buy |
+440
| New | +$8.4K | ﹤0.01% | 530 |
|
|
2019
Q2 | $8K | Buy |
+470
| New | +$8.06K | ﹤0.01% | 496 |
|
|
2018
Q4 | $7.31K | Hold |
470
| – | – | ﹤0.01% | 523 |
|
|
2018
Q3 | $9.23K | Hold |
470
| – | – | ﹤0.01% | 511 |
|
|
2018
Q2 | $9.47K | Hold |
470
| – | – | ﹤0.01% | 574 |
|
|
2018
Q1 | $9.3K | Hold |
470
| – | – | 0.01% | 562 |
|
|
2017
Q4 | $11.5K | Hold |
470
| – | – | 0.01% | 539 |
|
|
2017
Q3 | $10.6K | Hold |
470
| – | – | 0.01% | 533 |
|
|
2017
Q2 | $11.2K | Hold |
470
| – | – | 0.01% | 510 |
|
|
2017
Q1 | $11K | Hold |
470
| – | – | 0.01% | 468 |
|
|
2016
Q4 | $10K | Buy |
+470
| New | +$8.78K | 0.01% | 400 |
|
Other funds holding JEF
SMFG
MMLI
Westside Investment Management's JEF Position: Q2 2026 in Review
Westside Investment Management held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 421 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #902.
Westside Investment Management first reported a position in JEF in Q4 2016 and has held it in 36 quarters since. The position peaked at $33K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- Westside Investment Management held 421 shares of Jefferies Financial Group worth $21K as of Q2 2026.
- Westside Investment Management left its Jefferies Financial Group share count unchanged in Q2 2026.
- Jefferies Financial Group made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #902 holding.
- Westside Investment Management first reported a position in Jefferies Financial Group in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Jefferies Financial Group position peaked at $33K in Q4 2024.
- 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.