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JEF
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Position history for NewEdge Wealth, LLC's holdings in JEFFERIES FINANCIAL GROUP IN

NewEdge Wealth, LLC holds 1M shares of JEF (JEFFERIES FINANCIAL GROUP IN), worth $42M as of 2026-Q1. The position was increased (+10.1% shares). JEF represents 0.5% of NewEdge Wealth, LLC's portfolio.

Current Value

$42M

Current Shares

1M

Total Value Change

+$21.5M

Total Shares Change

+606,620

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1M
+10.1%
$42M0.5%$44.67
45
2025-Q4
Increased
924,615
+1.6%
$57.3M0.6%$62.26
42
2025-Q3
Increased
909,803
+16.4%
$49.1M0.7%$65.69
48
2025-Q2
Increased
781,548
+55.4%
$45M0.7%$54.57
58
2025-Q1
Increased
502,900
+11.7%
$26.9M0.5%$50.73
38
2024-Q4
Increased
450,139
+6.5%
$35.3M0.6%$76.18
44
2024-Q3
Increased
422,700
+2.8%
$26M0.5%$58.72
35
2024-Q2
Increased
411,211
+2.9%
$20.5M0.4%$47.55
35

Other major holders of JEF: BlackRock, Inc., VANGUARD GROUP INC

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