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Aspiriant LLC’s Jefferies Financial Group JEF Stock Holding History

Aspiriant LLC’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 		– Sell
-6,073
Closed -$251K – 406
2026
Q1 		$251K Sell
6,073
-76
-1% -$3.94K 0.01% 307
2025
Q4 		$381K Buy
6,149
+76
+1% +$4.36K 0.01% 246
2025
Q3 		$397K Sell
6,073
-31
-0.5% -$1.89K 0.01% 222
2025
Q2 		$334K Sell
6,104
-31
-0.5% -$1.53K 0.01% 239
2025
Q1 		$329K Buy
6,135
+59
+1% +$4K 0.01% 226
2024
Q4 		$476K Buy
6,076
+2
+0% +$144 0.02% 193
2024
Q3 		$374K Hold
6,074
– – 0.01% 210
2024
Q2 		$302K Sell
6,074
-169
-3% -$7.58K 0.01% 228
2024
Q1 		$275K Hold
6,243
– – 0.01% 261
2023
Q4 		$252K Hold
6,243
– – 0.01% 263
2023
Q3 		$229K Buy
6,243
+170
+3% +$6.09K 0.01% 254
2023
Q2 		$201K Buy
+6,073
New +$190K 0.01% 274
2023
Q1 		– Sell
-6,352
Closed -$208K – 287
2022
Q4 		$208K Buy
+6,352
New +$211K 0.01% 259
2022
Q2 		– Sell
-6,413
Closed -$201K – 284
2022
Q1 		$201K Sell
6,413
-64
-1% -$2.17K 0.01% 266
2021
Q4 		$240K Buy
+6,477
New +$249K 0.01% 246

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

Aspiriant LLC's JEF Position: Q2 2026 in Review

Aspiriant LLC sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 6,073 shares — an estimated $251K sold.

Aspiriant LLC first reported a position in JEF in Q4 2021 and held it in 15 quarters. The position peaked at $476K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Aspiriant LLC reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Aspiriant LLC sold 6,073 Jefferies Financial Group shares in Q2 2026, an estimated $251K.
  • Aspiriant LLC first reported a position in Jefferies Financial Group in Q4 2021 and held it in 15 quarters.
  • Aspiriant LLC's Jefferies Financial Group position peaked at $476K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.