Apollon Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Apollon 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 Q2	$272K	Buy	+5,434	New	+$280K	﹤0.01%	1330

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

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

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Apollon Wealth Management's JEF Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 5,434 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #1330 among its holdings.

123 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Apollon Wealth Management held 5,434 shares of Jefferies Financial Group worth $272K as of Q2 2026.
Jefferies Financial Group was a new Apollon Wealth Management position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1330 holding.
123 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.