Superior Planning, LLC’s Jefferies Financial Group JEF Stock Holding History

Superior Planning, LLC’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 Q3	$7.13K	Buy	+156	New	+$8.26K	﹤0.01%	1065

Other funds holding JEF

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's JEF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Jefferies Financial Group (JEF) in Q3 2026: 156 shares worth $7.13K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings.

395 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Superior Planning, LLC held 156 shares of Jefferies Financial Group worth $7.13K as of Q3 2026.
Jefferies Financial Group was a new Superior Planning, LLC position in Q3 2026.
Jefferies Financial Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1065 holding.
395 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.