Beaird Harris Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Beaird Harris 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	$250	Hold	5	–	–	﹤0.01%	645
2026 Q1	$207	Hold	5	–	–	﹤0.01%	629
2025 Q4	$310	Sell	5 -33	-87%	-$1.89K	﹤0.01%	622
2025 Q3	$2.49K	Buy	+38	New	+$2.32K	﹤0.01%	495
2023 Q1	–	Sell	-107	Closed	-$3.5K	–	608
2022 Q4	$3.5K	Buy	+107	New	+$3.56K	﹤0.01%	486

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Beaird Harris Wealth Management's JEF Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 5 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Beaird Harris Wealth Management first reported a position in JEF in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.5K in Q4 2022. 67 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Beaird Harris Wealth Management held 5 shares of Jefferies Financial Group worth $250 as of Q2 2026.
Beaird Harris Wealth Management left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #645 holding.
Beaird Harris Wealth Management first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 5 quarters since.
Beaird Harris Wealth Management's Jefferies Financial Group position peaked at $3.5K in Q4 2022.
67 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.