William Blair & Company’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 | $755K | Buy |
18,301
+1,062
| +6% | +$55.1K | ﹤0.01% | 1027 |
|
|
2025
Q4 | $1.07M | Buy |
17,239
+279
| +2% | +$16K | ﹤0.01% | 920 |
|
|
2025
Q3 | $1.11M | Hold |
16,960
| – | – | ﹤0.01% | 891 |
|
|
2025
Q2 | $928K | Sell |
16,960
-81
| -0.5% | -$4.01K | ﹤0.01% | 920 |
|
|
2025
Q1 | $913K | Buy |
17,041
+1
| +0% | +$68 | ﹤0.01% | 909 |
|
|
2024
Q4 | $1.34M | Hold |
17,040
| – | – | ﹤0.01% | 814 |
|
|
2024
Q3 | $1.05M | Sell |
17,040
-12
| -0.1% | -$681 | ﹤0.01% | 892 |
|
|
2024
Q2 | $849K | Buy |
17,052
+13
| +0.1% | +$583 | ﹤0.01% | 933 |
|
|
2024
Q1 | $751K | Buy |
17,039
+1
| +0% | +$42 | ﹤0.01% | 965 |
|
|
2023
Q4 | $689K | Buy |
17,038
+200
| +1% | +$7.08K | ﹤0.01% | 979 |
|
|
2023
Q3 | $617K | Buy |
16,838
+1
| +0% | +$36 | ﹤0.01% | 992 |
|
|
2023
Q2 | $558K | Buy |
+16,837
| New | +$525K | ﹤0.01% | 1017 |
|
|
2022
Q1 | – | Sell |
-5,615
| Closed | -$208K | – | 1956 |
|
|
2021
Q4 | $208K | Buy |
+5,615
| New | +$216K | ﹤0.01% | 1558 |
|
|
2021
Q3 | – | Sell |
-11,144
| Closed | -$364K | – | 1909 |
|
|
2021
Q2 | $364K | Sell |
11,144
-842
| -7% | -$25.7K | ﹤0.01% | 1273 |
|
|
2021
Q1 | $345K | Buy |
+11,986
| New | +$327K | ﹤0.01% | 1277 |
|
|
2020
Q4 | – | Sell |
-10,738
| Closed | -$185K | – | 1841 |
|
|
2020
Q3 | $185K | Sell |
10,738
-1,087
| -9% | -$17.8K | ﹤0.01% | 1330 |
|
|
2020
Q2 | $176K | Sell |
11,825
-19,593
| -62% | -$262K | ﹤0.01% | 1274 |
|
|
2020
Q1 | $411K | Buy |
31,418
+211
| +0.7% | +$4.03K | ﹤0.01% | 924 |
|
|
2019
Q4 | $638K | Hold |
31,207
| – | – | ﹤0.01% | 913 |
|
|
2019
Q3 | $549K | Buy |
31,207
+1,792
| +6% | +$31.9K | ﹤0.01% | 917 |
|
|
2019
Q2 | $580K | Sell |
29,415
-1,117
| -4% | -$19.2K | ﹤0.01% | 931 |
|
|
2019
Q1 | $602K | Sell |
30,532
-1,231
| -4% | -$21.7K | ﹤0.01% | 905 |
|
|
2018
Q4 | $626K | Buy |
+31,763
| New | +$582K | ﹤0.01% | 833 |
|
|
2018
Q2 | – | Sell |
-36,913
| Closed | -$751K | – | 1608 |
|
|
2018
Q1 | $751K | Sell |
36,913
-456
| -1% | -$10.3K | 0.01% | 790 |
|
|
2017
Q4 | $886K | Sell |
37,369
-21,415
| -36% | -$494K | 0.01% | 775 |
|
|
2017
Q3 | $1.33M | Buy |
58,784
+29,924
| +104% | +$670K | 0.01% | 654 |
|
|
2017
Q2 | $676K | Buy |
28,860
+16,728
| +138% | +$381K | 0.01% | 872 |
|
|
2017
Q1 | $289K | Buy |
+12,132
| New | +$271K | ﹤0.01% | 1088 |
|
|
2016
Q3 | – | Sell |
-15,158
| Closed | -$235K | – | 1301 |
|
|
2016
Q2 | $235K | Buy |
+15,158
| New | +$231K | ﹤0.01% | 1066 |
|
|
2014
Q2 | – | Sell |
-11,566
| Closed | -$289K | – | 2098 |
|
|
2014
Q1 | $289K | Buy |
+11,566
| New | +$285K | ﹤0.01% | 1775 |
|
|
2013
Q4 | – | Sell |
-47,146
| Closed | -$1.15M | – | 2015 |
|
|
2013
Q3 | $1.15M | Buy |
+47,146
| New | +$1.13M | ﹤0.01% | 1293 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
William Blair & Company's JEF Position: Q1 2026 in Review
William Blair & Company increased its Jefferies Financial Group (JEF) stake by 6.2% in Q1 2026, buying an estimated $55.1K and bringing the position to 18,301 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.
William Blair & Company first reported a position in JEF in Q3 2013 and has held it in 31 quarters since. The position peaked at $1.34M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- William Blair & Company held 18,301 shares of Jefferies Financial Group worth $755K as of Q1 2026.
- William Blair & Company bought 1,062 Jefferies Financial Group shares in Q1 2026, an estimated $55.1K.
- Jefferies Financial Group made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1027 holding.
- William Blair & Company first reported a position in Jefferies Financial Group in Q3 2013 and has held it in 31 quarters since.
- William Blair & Company's Jefferies Financial Group position peaked at $1.34M in Q4 2024.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.