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Beacon Investment Advisory Services’s Jefferies Financial Group JEF Stock Holding History

Beacon Investment 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
2026
Q2 		$305K Sell
6,112
-12,845
-68% -$662K 0.01% 217
2026
Q1 		$782K Sell
18,957
-154,639
-89% -$8.03M 0.03% 148
2025
Q4 		$10.8M Buy
173,596
+6,583
+4% +$377K 0.44% 56
2025
Q3 		$10.9M Buy
167,013
+7,053
+4% +$430K 0.46% 57
2025
Q2 		$8.75M Buy
159,960
+11,240
+8% +$556K 0.39% 64
2025
Q1 		$7.97M Sell
148,720
-23,431
-14% -$1.59M 0.37% 69
2024
Q4 		$13.5M Buy
172,151
+8,706
+5% +$626K 0.58% 53
2024
Q3 		$10.1M Buy
163,445
+3,518
+2% +$200K 0.42% 62
2024
Q2 		$7.96M Buy
159,927
+1,297
+0.8% +$58.2K 0.34% 67
2024
Q1 		$7M Buy
158,630
+8,615
+6% +$359K 0.3% 74
2023
Q4 		$6.06M Sell
150,015
-2,019
-1% -$71.4K 0.28% 80
2023
Q3 		$5.57M Buy
152,034
+310
+0.2% +$11.1K 0.27% 78
2023
Q2 		$5.03M Sell
151,724
-56
-0% -$1.75K 0.23% 86
2023
Q1 		$4.82M Buy
151,780
+4,279
+3% +$155K 0.23% 82
2022
Q4 		$4.83M Sell
147,501
-2,379
-2% -$79.1K 0.25% 86
2022
Q3 		$4.23M Sell
149,880
-7,092
-5% -$215K 0.23% 85
2022
Q2 		$4.14M Buy
156,972
+10,505
+7% +$311K 0.22% 93
2022
Q1 		$4.6M Buy
146,467
+48,416
+49% +$1.64M 0.2% 95
2021
Q4 		$3.64M Buy
98,051
+7,422
+8% +$286K 0.14% 107
2021
Q3 		$3.22M Buy
+90,629
New +$3.03M 0.13% 116

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

Beacon Investment Advisory Services's JEF Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Jefferies Financial Group (JEF) stake by 68% in Q2 2026, selling an estimated $662K and leaving 6,112 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #217.

Beacon Investment Advisory Services first reported a position in JEF in Q3 2021 and has held it in 20 quarters since. The position peaked at $13.5M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Beacon Investment Advisory Services held 6,112 shares of Jefferies Financial Group worth $305K as of Q2 2026.
  • Beacon Investment Advisory Services sold 12,845 Jefferies Financial Group shares in Q2 2026, an estimated $662K.
  • Jefferies Financial Group made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #217 holding.
  • Beacon Investment Advisory Services first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 20 quarters since.
  • Beacon Investment Advisory Services's Jefferies Financial Group position peaked at $13.5M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.