JEF β€” JEFFERIES FINL GROUP INC

Ownership history in M.E. ALLISON & CO., INC.  Β·  6 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported JEFFERIES FINL GROUP INC (JEF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.47% in 2024 Q4. The latest visible filing shows JEF at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M.E. ALLISON & CO., INC.'s position in JEFFERIES FINL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JEF was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M.E. ALLISON & CO., INC. held JEF β€” position size vs. price
% of Fund (quarterly)    JEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5,400 β€” 0% 0.15% $223K 2026-04-08 $43.73
2025 Q4 UNCHANGED 5,400 β€” 0% 0.23% $335K 2026-01-12 $62.26
2025 Q3 UNCHANGED 5,400 β€” 0% 0.25% $353K 2025-10-08 $53.65
2025 Q2 UNCHANGED 5,400 β€” 0% 0.24% $295K 2025-07-25 $56.44
2025 Q1 UNCHANGED 5,400 β€” 0% 0.29% $289K 2025-04-17 $41.62
2024 Q4 INITIATED 5,400 β€” β€” 0.47% $423K 2025-01-16 $71.92

FAQ About M.E. ALLISON & CO., INC. and JEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has M.E. ALLISON & CO., INC. reported owning JEF?

M.E. ALLISON & CO., INC. reported JEF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JEF position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for JEF was 0.47% in 2024 Q4.

What is the latest reported JEF position on this page?

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 5,400 shares, equal to 0.15% of portfolio, with an estimated market value of $223K.

What does the chart on this JEF ownership page compare?

The chart compares M.E. ALLISON & CO., INC.'s quarterly JEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to M.E. ALLISON & CO., INC. Holdings