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Wittenberg Investment Management’s Jefferies Financial Group JEF Stock Holding History

Wittenberg Investment 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 		$1.53M Hold
37,074
– – 0.57% 29
2025
Q4 		$2.3M Sell
37,074
-200
-0.5% -$11.5K 0.88% 19
2025
Q3 		$2.44M Sell
37,274
-300
-0.8% -$18.3K 0.97% 17
2025
Q2 		$2.05M Sell
37,574
-596
-2% -$29.5K 0.9% 18
2025
Q1 		$2.04M Sell
38,170
-1,600
-4% -$109K 0.92% 15
2024
Q4 		$3.12M Sell
39,770
-5,667
-12% -$408K 1.22% 14
2024
Q3 		$2.8M Sell
45,437
-9,728
-18% -$552K 0.9% 22
2024
Q2 		$2.75M Hold
55,165
– – 0.94% 21
2024
Q1 		$2.43M Hold
55,165
– – 0.83% 23
2023
Q4 		$2.23M Sell
55,165
-2,828
-5% -$100K 0.77% 30
2023
Q3 		$2.12M Buy
57,993
+1,200
+2% +$43K 0.78% 30
2023
Q2 		$1.88M Sell
56,793
-5,166
-8% -$161K 0.68% 31
2023
Q1 		$1.97M Sell
61,959
-3,896
-6% -$141K 0.73% 30
2022
Q4 		$2.16M Sell
65,855
-457
-0.7% -$15.2K 0.88% 27
2022
Q3 		$1.87M Hold
66,312
– – 0.8% 30
2022
Q2 		$1.75M Buy
66,312
+8,198
+14% +$242K 0.74% 30
2022
Q1 		$1.82M Sell
58,114
-1,125
-2% -$38.2K 0.69% 27
2021
Q4 		$2.2M Sell
59,239
-6,433
-10% -$248K 0.8% 26
2021
Q3 		$2.33M Sell
65,672
-2,929
-4% -$98K 0.9% 25
2021
Q2 		$2.24M Hold
68,601
– – 0.9% 25
2021
Q1 		$1.97M Sell
68,601
-26,041
-28% -$710K 0.91% 24
2020
Q4 		$2.23M Sell
94,642
-120,814
-56% -$2.54M 1.09% 18
2020
Q3 		$3.71M Sell
215,456
-45,313
-17% -$741K 1.99% 12
2020
Q2 		$3.88M Hold
260,769
– – 2.16% 12
2020
Q1 		$3.41M Sell
260,769
-36,614
-12% -$699K 1.86% 15
2019
Q4 		$6.08M Buy
297,383
+92,466
+45% +$1.75M 2.36% 10
2019
Q3 		$3.6M Buy
204,917
+25,163
+14% +$448K 1.57% 18
2019
Q2 		$3.09M Sell
179,754
-9,830
-5% -$169K 1.32% 21
2019
Q1 		$3.19M Buy
189,584
+117,972
+165% +$2.08M 1.35% 22
2018
Q4 		$1.11M Buy
71,612
+8,937
+14% +$164K 0.52% 35
2018
Q3 		$1.23M Hold
62,675
– – 0.5% 38
2018
Q2 		$1.28M Sell
62,675
-1,475
-2% -$30.9K 0.54% 34
2018
Q1 		$1.3M Hold
64,150
– – 0.56% 35
2017
Q4 		$1.52M Sell
64,150
-2,569
-4% -$59.3K 0.66% 31
2017
Q3 		$1.51M Sell
66,719
-13,573
-17% -$304K 0.65% 32
2017
Q2 		$1.88M Hold
80,292
– – 0.85% 27
2017
Q1 		$1.87M Sell
80,292
-41,863
-34% -$936K 0.9% 27
2016
Q4 		$2.54M Buy
+122,155
New +$2.28M 1.16% 23

Other funds holding JEF

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wittenberg Investment Management's JEF Position: Q1 2026 in Review

Wittenberg Investment Management held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 37,074 shares worth $1.53M. The position accounts for 0.57% of the portfolio, ranked #29.

Wittenberg Investment Management first reported a position in JEF in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.08M in Q4 2019. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Wittenberg Investment Management held 37,074 shares of Jefferies Financial Group worth $1.53M as of Q1 2026.
  • Wittenberg Investment Management left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up 0.57% of Wittenberg Investment Management's portfolio in Q1 2026, its #29 holding.
  • Wittenberg Investment Management first reported a position in Jefferies Financial Group in Q4 2016 and has held it in 38 quarters since.
  • Wittenberg Investment Management's Jefferies Financial Group position peaked at $6.08M in Q4 2019.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.