Avion Wealth’s Jefferies Financial Group JEF Stock Holding History

Avion Wealth’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	$0	Buy	+12	New	+$619	﹤0.01%	1578
2026 Q1	–	Sell	-39	Closed	-$2K	–	1426
2025 Q4	$2K	Buy	39 +9	+30%	+$516	﹤0.01%	878
2025 Q3	$1K	Hold	30	–	–	﹤0.01%	1031
2025 Q2	$1K	Buy	30 +26	+650%	+$1.29K	﹤0.01%	991
2025 Q1	$0	Buy	+4	New	+$272	﹤0.01%	1193
2023 Q4	–	Sell	-13	Closed	–	–	1217
2023 Q3	$0	Buy	+13	New	+$466	﹤0.01%	1008
2023 Q2	–	Sell	-14	Closed	–	–	890
2023 Q1	$0	Buy	+14	New	+$506	﹤0.01%	656

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avion Wealth's JEF Position: Q2 2026 in Review

Avion Wealth opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1578 among its holdings. This is a return to the name: Avion Wealth previously reported a position in JEF as recently as Q4 2025.

Avion Wealth first reported a position in JEF in Q1 2023 and has held it in 7 quarters since. The position peaked at $2K in Q4 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Avion Wealth held 12 shares of Jefferies Financial Group worth $0 as of Q2 2026.
Jefferies Financial Group was a new Avion Wealth position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1578 holding.
Avion Wealth first reported a position in Jefferies Financial Group in Q1 2023 and has held it in 7 quarters since.
Avion Wealth's Jefferies Financial Group position peaked at $2K in Q4 2025.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.