Armstrong Advisory Group
JEF icon

Armstrong Advisory Group’s Jefferies Financial Group JEF Stock Holding History

Armstrong Advisory Group’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
Q3 		$2.29K Hold
50
– – ﹤0.01% 916
2026
Q2 		$2.5K Hold
50
– – ﹤0.01% 882
2026
Q1 		$2.06K Hold
50
– – ﹤0.01% 869
2025
Q4 		$3.1K Buy
+50
New +$2.87K ﹤0.01% 819

Other funds holding JEF

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Armstrong Advisory Group's JEF Position: Q3 2026 in Review

Armstrong Advisory Group held its Jefferies Financial Group (JEF) position steady in Q3 2026 at 50 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Armstrong Advisory Group first reported a position in JEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.1K in Q4 2025. 265 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Armstrong Advisory Group held 50 shares of Jefferies Financial Group worth $2.29K as of Q3 2026.
  • Armstrong Advisory Group left its Jefferies Financial Group share count unchanged in Q3 2026.
  • Jefferies Financial Group made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #916 holding.
  • Armstrong Advisory Group first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 4 quarters since.
  • Armstrong Advisory Group's Jefferies Financial Group position peaked at $3.1K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.