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Bare Financial Services’s Jefferies Financial Group JEF Stock Holding History

Bare Financial 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
2026
Q2 		$750 Hold
15
– – ﹤0.01% 1504
2026
Q1 		$619 Sell
15
-59
-80% -$3.06K ﹤0.01% 1431
2025
Q4 		$4.59K Hold
74
– – ﹤0.01% 561
2025
Q3 		$4.84K Sell
74
-12
-14% -$732 ﹤0.01% 553
2025
Q2 		$4.7K Buy
86
+56
+187% +$2.77K ﹤0.01% 521
2025
Q1 		$1.61K Buy
+30
New +$2.04K ﹤0.01% 347

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

Bare Financial Services's JEF Position: Q2 2026 in Review

Bare Financial Services held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 15 shares worth $750. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Bare Financial Services first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.84K in Q3 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Bare Financial Services held 15 shares of Jefferies Financial Group worth $750 as of Q2 2026.
  • Bare Financial Services left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1504 holding.
  • Bare Financial Services first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Jefferies Financial Group position peaked at $4.84K in Q3 2025.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.