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Arax Advisory Partners’s Jefferies Financial Group JEF Stock Holding History

Arax Advisory Partners’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 		$2.03M Buy
40,700
+37,408
+1,136% +$1.93M 0.01% 853
2026
Q1 		$140K Sell
3,292
-1,254
-28% -$65.1K ﹤0.01% 1238
2025
Q4 		$282K Sell
4,546
-6,776
-60% -$388K 0.01% 862
2025
Q3 		$741K Buy
11,322
+10,344
+1,058% +$631K 0.01% 759
2025
Q2 		$53.5K Buy
978
+115
+13% +$5.69K ﹤0.01% 1205
2025
Q1 		$46.2K Buy
863
+239
+38% +$16.2K ﹤0.01% 975
2024
Q4 		$48.9K Buy
624
+29
+5% +$2.09K ﹤0.01% 911
2024
Q3 		$36.6K Buy
595
+140
+31% +$7.94K ﹤0.01% 837
2024
Q2 		$22.6K Buy
+455
New +$20.4K ﹤0.01% 922

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

Arax Advisory Partners's JEF Position: Q2 2026 in Review

Arax Advisory Partners increased its Jefferies Financial Group (JEF) stake by 1,136% in Q2 2026, buying an estimated $1.93M and bringing the position to 40,700 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #853.

Arax Advisory Partners first reported a position in JEF in Q2 2024 and has held it in 9 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Arax Advisory Partners held 40,700 shares of Jefferies Financial Group worth $2.03M as of Q2 2026.
  • Arax Advisory Partners bought 37,408 Jefferies Financial Group shares in Q2 2026, an estimated $1.93M.
  • Jefferies Financial Group made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #853 holding.
  • Arax Advisory Partners first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.