American Capital Advisory’s Jefferies Financial Group JEF Stock Holding History

American Capital Advisory’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	$100	Sell	2 -1	-33%	-$52	﹤0.01%	1128
2026 Q1	$124	Sell	3 -5	-63%	-$260	﹤0.01%	1074
2025 Q4	$496	Hold	8	–	–	﹤0.01%	758
2025 Q3	$524	Sell	8 -2	-20%	-$122	﹤0.01%	685
2025 Q2	$547	Buy	+10	New	+$495	﹤0.01%	609

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

American Capital Advisory's JEF Position: Q2 2026 in Review

American Capital Advisory reduced its Jefferies Financial Group (JEF) stake by 33% in Q2 2026, selling an estimated $52 and leaving 2 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

American Capital Advisory first reported a position in JEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $547 in Q2 2025. 167 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

American Capital Advisory held 2 shares of Jefferies Financial Group worth $100 as of Q2 2026.
American Capital Advisory sold 1 Jefferies Financial Group share in Q2 2026, an estimated $52.
Jefferies Financial Group made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1128 holding.
American Capital Advisory first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 5 quarters since.
American Capital Advisory's Jefferies Financial Group position peaked at $547 in Q2 2025.
167 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.