Bell Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Bell Investment 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	$900	Hold	18	–	–	﹤0.01%	1553
2026 Q1	$743	Sell	18 -12	-40%	-$623	﹤0.01%	1624
2025 Q4	$1.86K	Hold	30	–	–	﹤0.01%	1375
2025 Q3	$1.96K	Sell	30 -93	-76%	-$5.67K	﹤0.01%	1340
2025 Q2	$6.73K	Buy	123 +12	+11%	+$594	﹤0.01%	843
2025 Q1	$5.95K	Hold	111	–	–	﹤0.01%	830
2024 Q4	$8.7K	Hold	111	–	–	﹤0.01%	665
2024 Q3	$6.83K	Sell	111 -22	-17%	-$1.25K	﹤0.01%	782
2024 Q2	$6.62K	Hold	133	–	–	﹤0.01%	789
2024 Q1	$5.87K	Hold	133	–	–	﹤0.01%	840
2023 Q4	$5.38K	Hold	133	–	–	﹤0.01%	840
2023 Q3	$4.87K	Hold	133	–	–	﹤0.01%	817
2023 Q2	$4.41K	Sell	133 -84	-39%	-$2.62K	﹤0.01%	884
2023 Q1	$6.89K	Sell	217 -40	-16%	-$1.45K	﹤0.01%	628
2022 Q4	$8.43K	Buy	257 +46	+22%	+$1.53K	﹤0.01%	552
2022 Q3	$6K	Buy	211 +51	+32%	+$1.54K	﹤0.01%	595
2022 Q2	$4K	Buy	+160	New	+$4.73K	﹤0.01%	812
2021 Q4	$6K	Hold	152	–	–	﹤0.01%	692
2021 Q3	$5K	Buy	+152	New	+$5.09K	﹤0.01%	717

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell Investment Advisors's JEF Position: Q2 2026 in Review

Bell Investment Advisors held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 18 shares worth $900. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Bell Investment Advisors first reported a position in JEF in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.7K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Bell Investment Advisors held 18 shares of Jefferies Financial Group worth $900 as of Q2 2026.
Bell Investment Advisors left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1553 holding.
Bell Investment Advisors first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Jefferies Financial Group position peaked at $8.7K in Q4 2024.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.