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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
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

Assenagon Asset Management
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
GI
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
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Armstrong Advisory Group's JEF Position: Q2 2026 in Review

Armstrong Advisory Group held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 50 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Armstrong Advisory Group first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.1K in Q4 2025. 86 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Armstrong Advisory Group held 50 shares of Jefferies Financial Group worth $2.5K as of Q2 2026.
  • Armstrong Advisory Group left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #882 holding.
  • Armstrong Advisory Group first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Armstrong Advisory Group's Jefferies Financial Group position peaked at $3.1K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.