Activest Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Activest Wealth Management’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	$6.05K	Sell	121 -5	-4%	-$258	﹤0.01%	685
2026 Q1	$5.2K	Sell	126 -185	-59%	-$9.6K	﹤0.01%	807
2025 Q4	$19.3K	Buy	+311	New	+$17.8K	﹤0.01%	528
2025 Q1	–	Sell	-1	Closed	-$68	–	1123
2024 Q4	$78	Buy	+1	New	+$72	﹤0.01%	711

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Activest Wealth Management's JEF Position: Q2 2026 in Review

Activest Wealth Management reduced its Jefferies Financial Group (JEF) stake by 4% in Q2 2026, selling an estimated $258 and leaving 121 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Activest Wealth Management first reported a position in JEF in Q4 2024 and has held it in 4 quarters since. The position peaked at $19.3K in Q4 2025. 167 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Activest Wealth Management held 121 shares of Jefferies Financial Group worth $6.05K as of Q2 2026.
Activest Wealth Management sold 5 Jefferies Financial Group shares in Q2 2026, an estimated $258.
Jefferies Financial Group made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #685 holding.
Activest Wealth Management first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 4 quarters since.
Activest Wealth Management's Jefferies Financial Group position peaked at $19.3K in Q4 2025.
167 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.