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Bay Harbor Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Bay Harbor Wealth Management’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 		$2.4K Buy
48
+35
+269% +$1.8K ﹤0.01% 605
2026
Q1 		$536 Hold
13
– – ﹤0.01% 970
2025
Q4 		$805 Sell
13
-3
-19% -$172 ﹤0.01% 697
2025
Q3 		$1.05K Buy
16
+9
+129% +$549 ﹤0.01% 521
2025
Q2 		$382 Sell
7
-1
-13% -$50 ﹤0.01% 730
2025
Q1 		$428 Buy
+8
New +$543 ﹤0.01% 463

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

Bay Harbor Wealth Management's JEF Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Jefferies Financial Group (JEF) stake by 269% in Q2 2026, buying an estimated $1.8K and bringing the position to 48 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Bay Harbor Wealth Management first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Bay Harbor Wealth Management held 48 shares of Jefferies Financial Group worth $2.4K as of Q2 2026.
  • Bay Harbor Wealth Management bought 35 Jefferies Financial Group shares in Q2 2026, an estimated $1.8K.
  • Jefferies Financial Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #605 holding.
  • Bay Harbor Wealth Management first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.