Capstone Wealth Management (Alabama)’s Jefferies Financial Group JEF Stock Holding History

Capstone Wealth Management (Alabama)’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	$209K	Buy	+4,182	New	+$216K	0.1%	176

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

Capstone Wealth Management (Alabama)'s JEF Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,182 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #176 among its holdings.

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

Capstone Wealth Management (Alabama) held 4,182 shares of Jefferies Financial Group worth $209K as of Q2 2026.
Jefferies Financial Group was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Jefferies Financial Group made up 0.1% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #176 holding.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.