Whittier Trust’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 | $11K | Hold |
201
| – | – | ﹤0.01% | 1132 |
|
|
2026
Q1 | $8.44K | Sell |
201
-500
| -71% | -$25.9K | ﹤0.01% | 1146 |
|
|
2025
Q4 | $46.4K | Buy |
701
+500
| +249% | +$28.7K | ﹤0.01% | 882 |
|
|
2025
Q3 | $12.5K | Hold |
201
| – | – | ﹤0.01% | 1088 |
|
|
2025
Q2 | $11K | Hold |
201
| – | – | ﹤0.01% | 1221 |
|
|
2025
Q1 | $10.8K | Hold |
201
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q4 | $15.8K | Hold |
201
| – | – | ﹤0.01% | 1167 |
|
|
2024
Q3 | $12.4K | Hold |
201
| – | – | ﹤0.01% | 1229 |
|
|
2024
Q2 | $10K | Hold |
201
| – | – | ﹤0.01% | 1250 |
|
|
2024
Q1 | $8.86K | Hold |
201
| – | – | ﹤0.01% | 1286 |
|
|
2023
Q4 | $8.12K | Hold |
201
| – | – | ﹤0.01% | 1258 |
|
|
2023
Q3 | $7.36K | Hold |
201
| – | – | ﹤0.01% | 1309 |
|
|
2023
Q2 | $6.67K | Hold |
201
| – | – | ﹤0.01% | 1328 |
|
|
2023
Q1 | $6.38K | Sell |
201
-9
| -4% | -$325 | ﹤0.01% | 1367 |
|
|
2022
Q4 | $6.89K | Sell |
210
-471
| -69% | -$15.7K | ﹤0.01% | 1347 |
|
|
2022
Q3 | $19K | Buy |
681
+471
| +224% | +$14.3K | ﹤0.01% | 1193 |
|
|
2022
Q2 | $6K | Sell |
210
-22
| -9% | -$650 | ﹤0.01% | 1398 |
|
|
2022
Q1 | $7K | Sell |
232
-5,067
| -96% | -$172K | ﹤0.01% | 1396 |
|
|
2021
Q4 | $197K | Buy |
5,299
+5,257
| +12,517% | +$202K | ﹤0.01% | 680 |
|
|
2021
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 1450 |
|
|
2021
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 1483 |
|
|
2021
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 1478 |
|
|
2020
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 1361 |
|
|
2020
Q3 | $1K | Buy |
+42
| New | +$687 | ﹤0.01% | 1383 |
|
|
2017
Q4 | – | Sell |
-25,694
| Closed | -$581K | – | 1323 |
|
|
2017
Q3 | $581K | Buy |
+25,694
| New | +$576K | 0.02% | 340 |
|
|
2016
Q2 | – | Sell |
-45,550
| Closed | -$659K | – | 1205 |
|
|
2016
Q1 | $659K | Buy |
45,550
+1,935
| +4% | +$27.2K | 0.03% | 310 |
|
|
2015
Q4 | $679K | Buy |
43,615
+41,014
| +1,577% | +$686K | 0.03% | 315 |
|
|
2015
Q3 | $47K | Hold |
2,601
| – | – | ﹤0.01% | 713 |
|
|
2015
Q2 | $57K | Hold |
2,601
| – | – | ﹤0.01% | 717 |
|
|
2015
Q1 | $52K | Sell |
2,601
-67
| -3% | -$1.38K | ﹤0.01% | 711 |
|
|
2014
Q4 | $53K | Hold |
2,668
| – | – | ﹤0.01% | 642 |
|
|
2014
Q3 | $56K | Hold |
2,668
| – | – | ﹤0.01% | 636 |
|
|
2014
Q2 | $63K | Hold |
2,668
| – | – | ﹤0.01% | 622 |
|
|
2014
Q1 | $67K | Hold |
2,668
| – | – | ﹤0.01% | 618 |
|
|
2013
Q4 | $68K | Hold |
2,668
| – | – | ﹤0.01% | 615 |
|
|
2013
Q3 | $65K | Hold |
2,668
| – | – | ﹤0.01% | 616 |
|
|
2013
Q2 | $63K | Buy |
+2,668
| New | +$70.1K | ﹤0.01% | 612 |
|
Other funds holding JEF
SMFG
MMLI
Whittier Trust's JEF Position: Q2 2026 in Review
Whittier Trust held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 201 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.
Whittier Trust first reported a position in JEF in Q2 2013 and has held it in 37 quarters since. The position peaked at $679K in Q4 2015. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- Whittier Trust held 201 shares of Jefferies Financial Group worth $11K as of Q2 2026.
- Whittier Trust left its Jefferies Financial Group share count unchanged in Q2 2026.
- Jefferies Financial Group made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1132 holding.
- Whittier Trust first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 37 quarters since.
- Whittier Trust's Jefferies Financial Group position peaked at $679K in Q4 2015.
- 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.