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Buck Wealth Strategies’s Jefferies Financial Group JEF Stock Holding History

Buck Wealth Strategies’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 		$4.45K Buy
+89
New +$4.59K ﹤0.01% 743

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Buck Wealth Strategies's JEF Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 89 shares worth $4.45K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings.

307 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Buck Wealth Strategies held 89 shares of Jefferies Financial Group worth $4.45K as of Q2 2026.
  • Jefferies Financial Group was a new Buck Wealth Strategies position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #743 holding.
  • 307 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.