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Advisornet Financial’s Jefferies Financial Group JEF Stock Holding History

Advisornet Financial’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 		$400 Buy
8
+5
+167% +$258 ﹤0.01% 2119
2026
Q1 		$124 Buy
3
+2
+200% +$104 ﹤0.01% 2188
2025
Q4 		$62 Hold
1
– – ﹤0.01% 2202
2025
Q3 		$65 Hold
1
– – ﹤0.01% 2205
2025
Q2 		$55 Sell
1
-17
-94% -$842 ﹤0.01% 2196
2025
Q1 		$964 Buy
18
+13
+260% +$882 ﹤0.01% 1891
2024
Q4 		$392 Sell
5
-26
-84% -$1.87K ﹤0.01% 1816
2024
Q3 		$1.91K Buy
31
+5
+19% +$284 ﹤0.01% 1766
2024
Q2 		$1.29K Hold
26
– – ﹤0.01% 1739
2024
Q1 		$1.15K Hold
26
– – ﹤0.01% 1724
2023
Q4 		$1.05K Buy
+26
New +$920 ﹤0.01% 1873
2023
Q3 		– Sell
-20
Closed -$663 – 2354
2023
Q2 		$663 Sell
20
-48
-71% -$1.5K ﹤0.01% 1981
2023
Q1 		$2.16K Sell
68
-19
-22% -$686 ﹤0.01% 1687
2022
Q4 		$2.85K Buy
87
+61
+235% +$2.03K ﹤0.01% 1591
2022
Q3 		$1K Buy
26
+16
+160% +$484 ﹤0.01% 1782
2022
Q2 		$0 Buy
+10
New +$296 ﹤0.01% 2012
2022
Q1 		– Sell
-21
Closed -$1K – 2090
2021
Q4 		$1K Buy
+21
New +$809 ﹤0.01% 1935
2019
Q2 		– Sell
-1,589
Closed -$27K – 1743
2019
Q1 		$27K Hold
1,589
– – ﹤0.01% 916
2018
Q4 		$25K Buy
+1,589
New +$29.1K ﹤0.01% 874

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial's JEF Position: Q2 2026 in Review

Advisornet Financial increased its Jefferies Financial Group (JEF) stake by 167% in Q2 2026, buying an estimated $258 and bringing the position to 8 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Advisornet Financial first reported a position in JEF in Q4 2018 and has held it in 19 quarters since. The position peaked at $27K in Q1 2019. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Advisornet Financial held 8 shares of Jefferies Financial Group worth $400 as of Q2 2026.
  • Advisornet Financial bought 5 Jefferies Financial Group shares in Q2 2026, an estimated $258.
  • Jefferies Financial Group made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2119 holding.
  • Advisornet Financial first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 19 quarters since.
  • Advisornet Financial's Jefferies Financial Group position peaked at $27K in Q1 2019.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.