Alteri Wealth’s Jefferies Financial Group JEF Stock Holding History

Alteri Wealth’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	$379K	Buy	7,579 +3	+0%	+$155	0.1%	206
2026 Q1	$313K	Buy	7,576 +8	+0.1%	+$415	0.1%	217
2025 Q4	$469K	Hold	7,568	–	–	0.15%	163
2025 Q3	$495K	Hold	7,568	–	–	0.17%	143
2025 Q2	$414K	Buy	7,568 +6	+0.1%	+$297	0.16%	156
2025 Q1	$405K	Hold	7,562	–	–	0.18%	149
2024 Q4	$593K	Buy	+7,562	New	+$544K	0.16%	95

Other funds holding JEF

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 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

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

MIM

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

Alteri Wealth's JEF Position: Q2 2026 in Review

Alteri Wealth increased its Jefferies Financial Group (JEF) stake by 0.04% in Q2 2026, buying an estimated $155 and bringing the position to 7,579 shares worth $379K. The position accounts for 0.1% of the portfolio, ranked #206.

Alteri Wealth first reported a position in JEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $593K in Q4 2024. 192 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Alteri Wealth held 7,579 shares of Jefferies Financial Group worth $379K as of Q2 2026.
Alteri Wealth bought 3 Jefferies Financial Group shares in Q2 2026, an estimated $155.
Jefferies Financial Group made up 0.1% of Alteri Wealth's portfolio in Q2 2026, its #206 holding.
Alteri Wealth first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Jefferies Financial Group position peaked at $593K in Q4 2024.
192 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.