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Xponance’s Jefferies Financial Group JEF Stock Holding History

Xponance’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 		$995K Buy
24,109
+4,079
+20% +$212K 0.01% 748
2025
Q4 		$1.24M Sell
20,030
-1,327
-6% -$76.1K 0.01% 632
2025
Q3 		$1.4M Buy
21,357
+119
+0.6% +$7.26K 0.01% 628
2025
Q2 		$1.16M Sell
21,238
-2,551
-11% -$126K 0.01% 659
2025
Q1 		$1.27M Sell
23,789
-1,378
-5% -$93.5K 0.01% 617
2024
Q4 		$1.97M Buy
25,167
+1,001
+4% +$72K 0.02% 525
2024
Q3 		$1.49M Sell
24,166
-884
-4% -$50.2K 0.01% 594
2024
Q2 		$1.25M Buy
25,050
+1,090
+5% +$48.9K 0.01% 617
2024
Q1 		$1.06M Buy
23,960
+712
+3% +$29.7K 0.01% 703
2023
Q4 		$939K Sell
23,248
-856
-4% -$30.3K 0.01% 692
2023
Q3 		$883K Sell
24,104
-220
-0.9% -$7.88K 0.01% 688
2023
Q2 		$807K Sell
24,324
-660
-3% -$20.6K 0.01% 718
2023
Q1 		$793K Sell
24,984
-1,346
-5% -$48.6K 0.01% 735
2022
Q4 		$863K Buy
26,330
+2,984
+13% +$99.2K 0.01% 686
2022
Q3 		$658K Sell
23,346
-931
-4% -$28.2K 0.01% 725
2022
Q2 		$641K Buy
24,277
+1,757
+8% +$51.9K 0.01% 757
2022
Q1 		$707K Sell
22,520
-417
-2% -$14.2K 0.01% 736
2021
Q4 		$851K Sell
22,937
-461
-2% -$17.8K 0.01% 676
2021
Q3 		$831K Sell
23,398
-1,507
-6% -$50.4K 0.02% 645
2021
Q2 		$814K Buy
24,905
+2,549
+11% +$77.8K 0.02% 688
2021
Q1 		$643K Sell
22,356
-361
-2% -$9.84K 0.01% 662
2020
Q4 		$534K Sell
22,717
-1,036
-4% -$21.7K 0.01% 705
2020
Q3 		$409K Buy
23,753
+2,505
+12% +$41K 0.01% 729
2020
Q2 		$316K Buy
+21,248
New +$285K 0.01% 813

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

Xponance's JEF Position: Q1 2026 in Review

Xponance increased its Jefferies Financial Group (JEF) stake by 20% in Q1 2026, buying an estimated $212K and bringing the position to 24,109 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #748.

Xponance first reported a position in JEF in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.97M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Xponance held 24,109 shares of Jefferies Financial Group worth $995K as of Q1 2026.
  • Xponance bought 4,079 Jefferies Financial Group shares in Q1 2026, an estimated $212K.
  • Jefferies Financial Group made up 0.01% of Xponance's portfolio in Q1 2026, its #748 holding.
  • Xponance first reported a position in Jefferies Financial Group in Q2 2020 and has held it in 24 quarters since.
  • Xponance's Jefferies Financial Group position peaked at $1.97M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.