Activest Wealth Management
JEF icon

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
Q3 		$823 Sell
18
-103
-85% -$5.45K ﹤0.01% 865
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Activest Wealth Management's JEF Position: Q3 2026 in Review

Activest Wealth Management reduced its Jefferies Financial Group (JEF) stake by 85% in Q3 2026, selling an estimated $5.45K and leaving 18 shares worth $823. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Activest Wealth Management first reported a position in JEF in Q4 2024 and has held it in 5 quarters since. The position peaked at $19.3K in Q4 2025. 466 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Activest Wealth Management held 18 shares of Jefferies Financial Group worth $823 as of Q3 2026.
  • Activest Wealth Management sold 103 Jefferies Financial Group shares in Q3 2026, an estimated $5.45K.
  • Jefferies Financial Group made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #865 holding.
  • Activest Wealth Management first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 5 quarters since.
  • Activest Wealth Management's Jefferies Financial Group position peaked at $19.3K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.