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Basecamp Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

Basecamp Wealth Advisors’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 		$43.9K Buy
878
+82
+10% +$4.23K 0.01% 572
2026
Q1 		$32.9K Buy
796
+692
+665% +$35.9K 0.01% 660
2025
Q4 		$6.45K Buy
+104
New +$5.96K ﹤0.01% 1101

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

Basecamp Wealth Advisors's JEF Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Jefferies Financial Group (JEF) stake by 10% in Q2 2026, buying an estimated $4.23K and bringing the position to 878 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #572.

Basecamp Wealth Advisors first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Basecamp Wealth Advisors held 878 shares of Jefferies Financial Group worth $43.9K as of Q2 2026.
  • Basecamp Wealth Advisors bought 82 Jefferies Financial Group shares in Q2 2026, an estimated $4.23K.
  • Jefferies Financial Group made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • Basecamp Wealth Advisors first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.