Ken Fisher's JEF Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 14,807 shares of Jefferies Financial Group Inc. (JEF) worth $611,121, representing 0.00% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in JEF, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 655,315 shares. Largest reduction occurred in Q1 2026, reducing 2.1 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Jefferies Financial Group (JEF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jefferies Financial Group (JEF) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -2.1 M | Reduce 99.30% | 14,807 | $41.27 |
| Q4 2025 | -232 | Reduce 0.01% | 2.12 M | $61.97 |
| Q3 2025 | +32,708 | Add 1.57% | 2.12 M | $65.42 |
| Q2 2025 | +648,762 | Add 45.24% | 2.08 M | $54.69 |
| Q1 2025 | +655,315 | Add 84.15% | 1.43 M | $53.57 |
| Q4 2024 | -2,114 | Reduce 0.27% | 778,763 | $78.40 |
| Q3 2024 | +381,893 | Add 95.72% | 780,877 | $61.55 |
| Q2 2024 | +81,438 | Add 25.65% | 398,984 | $49.76 |
| Q1 2024 | -12,513 | Reduce 3.79% | 317,546 | $44.10 |
| Q4 2023 | -13,967 | Reduce 4.06% | 330,059 | $40.41 |
| Q3 2023 | +833 | Add 0.24% | 344,026 | $36.63 |
| Q2 2023 | -12,419 | Reduce 3.49% | 343,193 | $33.17 |
| Q1 2023 | +3,368 | Add 0.96% | 355,612 | $31.74 |
| Q4 2022 | +4,197 | Add 1.21% | 352,244 | $34.28 |
| Q3 2022 | +348,047 | New Buy | 348,047 | $29.50 |
Ken Fisher's Jefferies Financial Group Investment FAQs
Ken Fisher first purchased Jefferies Financial Group Inc. (JEF) in Q3 2022, acquiring 348,047 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Jefferies Financial Group Inc. (JEF) for 15 quarters since Q3 2022.
Ken Fisher's largest addition to Jefferies Financial Group Inc. (JEF) was in Q1 2025, adding 1,434,078 shares worth $76.82 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 14,807 shares of Jefferies Financial Group Inc. (JEF), valued at approximately $611,121.
As of the Q1 2026 filing, Jefferies Financial Group Inc. (JEF) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Jefferies Financial Group Inc. (JEF) was 2,115,548 shares, as reported at the end of Q3 2025.