Action Point Financial Planning’s Jefferies Financial Group JEF Stock Holding History

Action Point Financial Planning’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 Q2	$73.3K	Buy	+1,471	New	+$75.8K	0.01%	697

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's JEF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 1,471 shares worth $73.3K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings.

585 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Action Point Financial Planning held 1,471 shares of Jefferies Financial Group worth $73.3K as of Q2 2026.
Jefferies Financial Group was a new Action Point Financial Planning position in Q2 2026.
Jefferies Financial Group made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #697 holding.
585 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.