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Avantax Advisory Services’s Jefferies Financial Group JEF Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$518K Buy
9,477
+1,052
+12% +$52.1K ﹤0.01% 1560
2025
Q1 		$451K Sell
8,425
-5,663
-40% -$384K ﹤0.01% 1566
2024
Q4 		$1.1M Buy
14,088
+6,159
+78% +$443K 0.01% 993
2024
Q3 		$488K Sell
7,929
-326
-4% -$18.5K ﹤0.01% 1426
2024
Q2 		$411K Buy
8,255
+1,309
+19% +$58.8K ﹤0.01% 1491
2024
Q1 		$306K Sell
6,946
-979
-12% -$40.8K ﹤0.01% 1281
2023
Q4 		$320K Sell
7,925
-432
-5% -$15.3K ﹤0.01% 1201
2023
Q3 		$306K Sell
8,357
-669
-7% -$24K ﹤0.01% 1188
2023
Q2 		$299K Sell
9,026
-302
-3% -$9.43K ﹤0.01% 1189
2023
Q1 		$296K Sell
9,328
-111
-1% -$4.01K ﹤0.01% 1159
2022
Q4 		$309K Sell
9,439
-996
-10% -$33.1K ﹤0.01% 1091
2022
Q3 		$294K Sell
10,435
-268
-3% -$8.11K ﹤0.01% 1023
2022
Q2 		$283K Sell
10,703
-1,286
-11% -$38K ﹤0.01% 1042
2022
Q1 		$378K Sell
11,989
-3,081
-20% -$105K 0.01% 896
2021
Q4 		$559K Buy
15,070
+6,133
+69% +$236K 0.01% 722
2021
Q3 		$318K Sell
8,937
-7,413
-45% -$248K 0.01% 902
2021
Q2 		$536K Buy
16,350
+8,389
+105% +$256K 0.01% 684
2021
Q1 		$228K Buy
+7,961
New +$217K ﹤0.01% 919
2020
Q3 		– Sell
-14,939
Closed -$222K – 1386
2020
Q2 		$222K Sell
14,939
-2,035
-12% -$27.3K 0.01% 748
2020
Q1 		$222K Sell
16,974
-1,196
-7% -$22.8K 0.01% 685
2019
Q4 		$372K Buy
+18,170
New +$344K 0.01% 566

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's JEF Position: Q2 2025 in Review

Avantax Advisory Services increased its Jefferies Financial Group (JEF) stake by 12% in Q2 2025, buying an estimated $52.1K and bringing the position to 9,477 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Avantax Advisory Services first reported a position in JEF in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.1M in Q4 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Avantax Advisory Services held 9,477 shares of Jefferies Financial Group worth $518K as of Q2 2025.
  • Avantax Advisory Services bought 1,052 Jefferies Financial Group shares in Q2 2025, an estimated $52.1K.
  • Jefferies Financial Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1560 holding.
  • Avantax Advisory Services first reported a position in Jefferies Financial Group in Q4 2019 and has held it in 21 quarters since.
  • Avantax Advisory Services's Jefferies Financial Group position peaked at $1.1M in Q4 2024.
  • 555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.