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Allworth Financial’s Jefferies Financial Group JEF Stock Holding History

Allworth 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 		$582K Buy
11,649
+5,341
+85% +$275K ﹤0.01% 922
2026
Q1 		$260K Buy
6,308
+1,179
+23% +$61.2K ﹤0.01% 1248
2025
Q4 		$318K Buy
5,129
+2,970
+138% +$170K ﹤0.01% 1124
2025
Q3 		$141K Buy
2,159
+217
+11% +$13.2K ﹤0.01% 1477
2025
Q2 		$106K Buy
1,942
+311
+19% +$15.4K ﹤0.01% 1512
2025
Q1 		$76.2K Sell
1,631
-1,587
-49% -$108K ﹤0.01% 1365
2024
Q4 		$247K Buy
3,218
+1,995
+163% +$144K ﹤0.01% 882
2024
Q3 		$75.3K Buy
1,223
+55
+5% +$3.12K ﹤0.01% 1212
2024
Q2 		$63.6K Buy
1,168
+73
+7% +$3.28K ﹤0.01% 1268
2024
Q1 		$48.3K Sell
1,095
-31
-3% -$1.29K ﹤0.01% 1319
2023
Q4 		$45.5K Buy
1,126
+407
+57% +$14.4K ﹤0.01% 1232
2023
Q3 		$26.3K Buy
719
+49
+7% +$1.76K ﹤0.01% 1371
2023
Q2 		$22.2K Sell
670
-76
-10% -$2.37K ﹤0.01% 1477
2023
Q1 		$23.7K Buy
746
+8
+1% +$289 ﹤0.01% 1364
2022
Q4 		$24.2K Buy
738
+91
+14% +$3.02K ﹤0.01% 1272
2022
Q3 		$18K Sell
647
-8
-1% -$242 ﹤0.01% 1339
2022
Q2 		$17K Sell
655
-161
-20% -$4.76K ﹤0.01% 1305
2022
Q1 		$26K Buy
+816
New +$27.7K ﹤0.01% 1142
2021
Q2 		– Sell
-24,112
Closed -$694K – 1615
2021
Q1 		$694K Hold
24,112
– – 0.01% 205
2020
Q4 		$567K Sell
24,112
-675
-3% -$14.2K 0.01% 161
2020
Q3 		$427K Sell
24,787
-1,290
-5% -$21.1K 0.01% 165
2020
Q2 		$388K Buy
+26,077
New +$349K 0.01% 170

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 $3.37T 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
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

Allworth Financial's JEF Position: Q2 2026 in Review

Allworth Financial increased its Jefferies Financial Group (JEF) stake by 85% in Q2 2026, buying an estimated $275K and bringing the position to 11,649 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Allworth Financial first reported a position in JEF in Q2 2020 and has held it in 22 quarters since. The position peaked at $694K in Q1 2021. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Allworth Financial held 11,649 shares of Jefferies Financial Group worth $582K as of Q2 2026.
  • Allworth Financial bought 5,341 Jefferies Financial Group shares in Q2 2026, an estimated $275K.
  • Jefferies Financial Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #922 holding.
  • Allworth Financial first reported a position in Jefferies Financial Group in Q2 2020 and has held it in 22 quarters since.
  • Allworth Financial's Jefferies Financial Group position peaked at $694K in Q1 2021.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.