Bogart Wealth LLC’s Jefferies Financial Group JEF Stock Holding History

Bogart Wealth LLC’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	$500	Buy	+10	New	+$516	﹤0.01%	1798
2026 Q1	–	Sell	-9	Closed	-$558	–	1876
2025 Q4	$558	Buy	9 +1	+13%	+$57	﹤0.01%	1434
2025 Q3	$523	Buy	+8	New	+$488	﹤0.01%	1417
2023 Q2	–	Sell	-51	Closed	-$1.63K	–	1086
2023 Q1	$1.63K	Sell	51 -3,310	-98%	-$120K	﹤0.01%	936
2022 Q4	$110K	Buy	3,361 +1	+0%	+$33	0.01%	223
2022 Q3	$95K	Buy	3,360 +3,308	+6,362%	+$100K	0.01%	228
2022 Q2	$1K	Buy	52 +1	+2%	+$30	﹤0.01%	842
2022 Q1	$2K	Hold	51	–	–	﹤0.01%	680
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	654
2021 Q3	$2K	Buy	51 +1	+2%	+$33	﹤0.01%	634
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	595
2021 Q1	$1K	Buy	+50	New	+$1.36K	﹤0.01%	597

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

Bogart Wealth LLC's JEF Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 10 shares worth $500. The stake represents ﹤0.01% of the portfolio and ranks #1798 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in JEF as recently as Q4 2025.

Bogart Wealth LLC first reported a position in JEF in Q1 2021 and has held it in 12 quarters since. The position peaked at $110K in Q4 2022. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Bogart Wealth LLC held 10 shares of Jefferies Financial Group worth $500 as of Q2 2026.
Jefferies Financial Group was a new Bogart Wealth LLC position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1798 holding.
Bogart Wealth LLC first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 12 quarters since.
Bogart Wealth LLC's Jefferies Financial Group position peaked at $110K in Q4 2022.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.